Powered by MOMENTUM MEDIA
investor daily logo

News

default image

27 January 2009 • By Victoria Papandrea • 1 min read

Advice firm cultivates intergenerational model

A shrinking pool of baby boomer clients spurs a client rethink.Intergenerational advice will be a key focus for financial planners in the future as ...

READ MORE
icon

CBA records fall in FUA and FUM

Falling stocks and an outflow of short-term cash mandates means CBA had less money to look after in the December quarter.Commonwealth Bank ...

READ MORE
icon

Foresight: a double edged sword

The financial issues surrounding Storm Financial look set to worsen before they get better.As IFA went to print, the records and investment history of ...

READ MORE
icon

Glass is half full: software providers optimistic

Most economists agree the world is in the midst of the most severe economic crisis since the Great Depression of the 1930s. Even the sturdiest of ...

READ MORE
icon

Kaplan appoints new chief

Kaplan appoints a former ANZ corporate banking exec to spearhead the firm.Education provider Kaplan Professional Australia (Kaplan) has appointed ...

READ MORE
icon

Reverse mortgage ratings on hold

Withdrawal of reverse mortgage lenders sees Canstar Cannex put ratings program on hold.Research firm Canstar Cannex is putting its reverse mortgage ...

READ MORE
icon

Market pushes SMSFs, super funds to advisers

Members of the super industry will turn to financial planners amid volatile markets, the chief executive of a large dealer group has said

READ MORE
icon

Super returns finish flat

The share market slump continues to drag on super fund returns, according to Chant West.Superannuation funds experienced a disappointing year of ...

READ MORE
icon

ASIC ban may create uncertainty

Extending the ban on covered short-selling of financial securities until 6 March may create more uncertainty for investors.ASIC's decision ...

READ MORE
icon

Zurich expands investments team

Zurich continues to hire investment professionals despite tough market conditions.Zurich Financial Services Australia (Zurich) has made a number of ...

READ MORE