Browsing all articles in Advice & Wealth Management


Rampant volatility and uncertainty is challenging asset managers to seek out alternative fund styles and investment mixes to deliver income and greater certainty to investors.

However the explosion of a raft of new esoteric and non-esoteric fund styles in the UK is creating education challenges, as research has …

Questions regarding the Government’s opt-in reform dominated the debate at the recent FPA conference in Brisbane, despite efforts from most panel members and the facilitator Tony Jones, host of the ABC’s Lateline and Q&A, to steer it away from this topic.

Federal Member for Oxley and namesake of …

I’m going to start this article with some numbers, but stick with me on this – I think you’ll find potentially riveting – especially if you are working in the field of retirement.

According to the United Nations, a couple of weeks ago, on October 31 at 11 …

The Australian Government’s decision to abolish the age limit for the Superannuation Guarantee (SG) is a win for working women and older Australians, but also a stark reality check that the ‘retirement dream’ is a vastly different concept from what it was 50 years ago.

The average superannuation …

With all the volatility in the markets lately, it’s little wonder that people are worried about their retirement.

While two in five people (40.6%) say they are likely to meet their retirement income needs, a further two in five (39.1%) say they are unlikely to do so.

But …

Last week heralded the entrance of a surprising new player into the UK pensions arena – ATP, the huge, Danish-backed pension provider.

ATP has operated the Livslang Pension in Denmark since 1964 and claims to have made average annualised returns of 7.4% over the past decade.

It’s an …

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Financial Planning Shadow Shopping

A study of financial planner ability to service and engage with real buyers of investment, superannuation and insurance advice.

Greener Pastures

A study of the drivers and barriers for advisers establishing their own AFSL.

Financial Planner Affection

A study of consumer sentiment towards financial advisers and financial planning groups.

Women In Super

A study of the female mindset when it comes to superannuation.

Australian Cash Report Q2 2011

A detailed analysis of the Australian retail deposit industry conducted quarterly. Q2 2011 focused on 'At-call account selection drivers'.

Australian Mortgage Report Q2 2011

A detailed analysis of the Australian mortgage industry conducted quarterly. Q2 2011 focused on Lender Strategy / marketing impacts.