SURVEY

Financial planning

Adviser Ratings has released a survey to advisers to understand who they thought were the best and worst insurers following ASIC’s review into life insurance claims....

Financial planning

Planner numbers have remained almost intact for the third year in a row, according Money Management’s TOP 100 Financial Planning Groups survey....

Funds management

Lonsec was pushed down to second spot in favour of Zenith, which was the most frequently used research house, according to Money Management’s 2016 Rate the Raters survey....

Financial planning

There are suggestions that the make-up of the new Federal Parliament makes a Royal Commission into banking and financial services inevitable. What do you think?...

Financial planning

A new Money Management survey has revealed that more than half of financial planners don’t believe they are getting value for money from their dealer group and are lookin...

Funds management

Australians have increasingly become more conservative than their global counterparts, with cash overtaking real estate and equities as the major assets class, according ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 6 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 23 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
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