WEALTH INSIGHTS

Funds management

Macquarie Wrap has gone back-to-back in being rated first in the annual Wealth Insights Platform Service Level Reporting Rankings, with Colonial FirstChoice again rated s...

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Funds management

Asgard's Infinity eWRAP has surpassed $1 billion in funds under management since its inception less than six months ago....

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Financial planning

Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....

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Financial planning

The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights....

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Financial planning

Financial planner and client sentiment improved marginally in February but remains very fragile amid the expectation of bad news, according to the latest research conduct...

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Financial planning

With little new business being written, most financial planning practices are reluctant to take on new staff - but there are still opportunities out there for recent grad...

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Editorial

The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....

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Editorial

An almost inevitable consequence of the Commonwealth Bank's acquisition of Count Financial is that some of Count's financial planners have signalled they feel uncomfortab...

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Financial planning

Australian investor sentiment has hit one of its lowest points, according to the latest Wealth Insights Investor Sentiment Index....

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Financial planning

The degree to which Australian financial planners are looking for more optimistic signals amid the current torrent of bad news has been revealed in new research released ...

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Policy & Regulation

Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...

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Financial planning

Australian financial planners and their clients have had to live with higher than normal levels of market volatility for much of the past three years as both a consequenc...

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Editorial

Australian investors seem certain to close out the year with their allocations set to conservative and with half an eye on a struggling Europe, but as Mike Taylor reports...

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Financial planning

The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...

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People & Products

Highly volatile markets and regulatory uncertainty have continued to take their toll on financial planner sentiment, according to the latest data released by Wealth Insig...

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MARKET INSIGHTS

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