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September 08, 2015

What ASIC has been doing all this time – enforcement outcomes report Jan-Jun 2015

September 08, 2015/ Jessica Lloyd

ASIC's latest enforcement report details precisely what the regulator has been doing while nobody is looking. 

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September 08, 2015/ Jessica Lloyd/ Comment
ASIC
September 08, 2015

Findex launches commission-free insurance

September 08, 2015/ Jessica Lloyd

Findex launches the first commission-free life insurance product. 

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September 08, 2015/ Jessica Lloyd/ Comment
Insurance News
Findex Group, Centric Wealth, Financial Index Wealth Accountants
September 08, 2015

US Monthly Fund Highlights - June 2015 Report

September 08, 2015/ Jessica Lloyd

Net inflows to stock and bond mutual funds and ETPs totalled US$8.5 billion in June. Long-term mutual funds saw net outflows of US$5.4 billion in aggregate during the month, while ETPs experienced roughly US$14 billion of net deposits.

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September 08, 2015/ Jessica Lloyd/ Comment
Strategic Insight
September 07, 2015

Asia FlowWatch - July 2015 results highlights

September 07, 2015/ Jessica Lloyd

Asia saw net inflows of US$60 billion, of which US$34 billion came from the new China funds, followed by Japan with net inflows of US$12 billion. 

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September 07, 2015/ Jessica Lloyd/ Comment
Strategic Insight
August 19, 2015

ASIC: Digital documentation – what you can and can’t do going forward

August 19, 2015/ Jessica Lloyd

Digital documentation has been given the go-ahead by ASIC, with a clarifying chat about what we should soon be seeing from insurers and finance companies.

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August 19, 2015/ Jessica Lloyd/ Comment
ASIC
August 19, 2015

Mutual Funds Global Update - June 2015

August 19, 2015/ Jessica Lloyd

A net €1.6 billion was deposited by investors into long-term funds in June, with €6 billion of net flows into cross-border funds more than offsetting outflows (€4.4 billion) from local Europe.

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August 19, 2015/ Jessica Lloyd/ Comment
Strategic Insight, Mutual Funds
August 19, 2015

ETF Global Update - June 2015

August 19, 2015/ Jessica Lloyd

ETFs globally had net deposits totalling US$25 billion, attracting US$53 billion of inflows in the second quarter of 2015 and over US$150 billion in the first half of the year. 

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August 19, 2015/ Jessica Lloyd/ Comment
Strategic Insight, ETF
August 19, 2015

BT’s Key Person Income updated

August 19, 2015/ Jessica Lloyd

BT has updated its Key Person Income product that is designed to allow a business to continue to operate without the presence of a key person critical for the continuation of the business until the problem of the gap can be solved.

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August 19, 2015/ Jessica Lloyd/ Comment
Insurance News
BT Group
August 19, 2015

Survey of non-profit fund advice identifies growth

August 19, 2015/ Jessica Lloyd

A survey examined over 130,000 financial advice cases and discovered that small-scale advice is being offered more often than ever in a variety of ways within non-profit superannuation funds at affordable prices. 

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August 19, 2015/ Jessica Lloyd/ Comment
Industry Super Australia (ISA), AIST
August 19, 2015

Consumers still as confused as ever about risk insurance

August 19, 2015/ Jessica Lloyd

Recent research shows that consumers are still bewildered by insurance cover, and have no idea what they can and can't get cover for from their superannuation. 

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August 19, 2015/ Jessica Lloyd/ Comment
Insurance News
CoreData, FPA, Zurich
August 19, 2015

High-frequency trading 'toxic' for equities market

August 19, 2015/ Jessica Lloyd

Dark pools and high-frequency trading poses an evolutionary threat to Australia's stockmarket, say Sydney researchers. 

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August 19, 2015/ Jessica Lloyd/ Comment
University of Sydney
August 19, 2015

Advice for SMSF advisers from ASIC

August 19, 2015/ Jessica Lloyd

ASIC has provided the clearest advice yet on what they expect from advisers in relation to SMSF advice. 

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August 19, 2015/ Jessica Lloyd/ Comment
ASIC, SMSF
August 19, 2015

Middle-aged men finally no longer the only ones investing

August 19, 2015/ Jessica Lloyd

A recent report from CommSec shows investors are getting younger and women are entering the investment stratosphere in higher numbers than ever. 

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August 19, 2015/ Jessica Lloyd/ Comment
CommSec
August 04, 2015

Research shows SMSF trustee and adviser relationships improving

August 04, 2015/ Jessica Lloyd

After a rough few years since the GFC, adviser relationships with SMSF trustees are starting to improve, with more trustees looking for advice on factors other than how to improve returns.

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August 04, 2015/ Jessica Lloyd/ Comment
Vanguard, Investment Trends
August 04, 2015

Exciting financial research projects currently underway at UTS

August 04, 2015/ Jessica Lloyd

UTS has some interesting financial research projects currently underway, to be released this year.

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August 04, 2015/ Jessica Lloyd/ Comment
August 04, 2015

Older workers study useful for insurers, advisers, super funds

August 04, 2015/ Jessica Lloyd

Older workers are having a better time of it than ever before, with some interesting data derived from a large study conducted by the FSC and CBA on extending the years we work to take pressure off the public purse.

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August 04, 2015/ Jessica Lloyd/ Comment
FSC, CBA
July 23, 2015

AIOFP and AFA seek clawback amendments

July 23, 2015/ Jessica Lloyd

AIOFP and AFA have submitted proposals asking the federal government to amend the clawback timeframe that has been laid out for advisers providing risk products to clients.

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July 23, 2015/ Jessica Lloyd/ Comment
Insurance News
AFA, AIOFP
July 23, 2015

Adviser Opportunity Index maps Australian towns for adviser expansion

July 23, 2015/ Jessica Lloyd

A new tool analyses Australian towns and cities for the best areas to set up financial advice businesses. 

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July 23, 2015/ Jessica Lloyd/ Comment
CoreData
July 23, 2015

Adviser Ratings website allows client and peer ratings

July 23, 2015/ Jessica Lloyd

Adviser Ratings now offers peer endorsements as well as customer reviews on a unique ratings site for financial advisers. 

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July 23, 2015/ Jessica Lloyd/ Comment
Adviser Ratings
July 16, 2015

Payday Lenders - Correction

July 16, 2015/ Jessica Lloyd

The article regarding Payday Lenders which appeared on the Plan for Life Website on 14th July 2015, was removed on 15th July 2015, as it contained out of date and incorrect information regarding the company Money3.

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July 16, 2015/ Jessica Lloyd/
Money3
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