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WEALTH INSIGHTS
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...
Policy & Regulation
The Government's Future of Financial Advice (FOFA) proposals combined with the long delays in delivering the actual legislation have served to drive down confidence among...
Editorial
With market economists pointing to the existence of a ‘wall of worry’ built on bad economic news out of Europe and the US, Mike Taylor writes that advisers will need to g...
Financial planning
Capital protected products, which received a boost amid the uncertainty of the global financial crisis, are now being shunned by financial planners as too expensive and i...
Financial planning
New research reveals many financial planners question the effectiveness of ASIC in doing its job....
Financial planning
Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...
Financial planning
Sentiment among Australian financial advisers appeared to be heading down even before last week's Government announcement about the Future of Financial Advice changes....
Financial planning
Sentiment among Australian financial advisers appears to be recovering from the initial negativity generated by the Government’s announcement of the Future of Finan...
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Financial planning
Financial planners are ending 2010 in reasonable shape, and while some are feeling uncertain about their prospects for the New Year, many are exercising caution rather th...
Financial planning
Australian financial adviser sentiment is slowly recovering after a volatile couple of years....
Funds management
It costs anywhere between $30 million and $100 million to establish a retail investment platform and the ACCC believes no new players will be ready to ante up – par...
Financial planning
A successful acquisition of AXA Asia Pacific by National Australia Bank (NAB) would have a far more significant impact on the use of platforms by financial planners than ...
Financial planning
Australian financial planners are becoming increasingly gloomy about the outlook for the industry, according to the latest research released by Wealth Insights. ...
Financial planning
The Australian Competition and Consumer Commission’s rationale for blocking the National Australia Bank (NAB) bid for AXA Asia Pacific, and the cost to NAB of handing the...
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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...