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WEALTH INSIGHTS
Funds management
AMP Capital collaborated with parent brand AMP as well as senior stakeholders and research agencies to revitalise their brand and take out Money Management’s Marketing Te...
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...
Funds management
Asgard's Infinity eWRAP has surpassed $1 billion in funds under management since its inception less than six months ago....
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....
Financial planning
The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights....
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...
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...
Editorial
The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....
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...
Financial planning
Australian investor sentiment has hit one of its lowest points, according to the latest Wealth Insights Investor Sentiment Index....
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 ...
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 ...
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...
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...
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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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...