Research

AXA FP is CoreData’s Licensee of the Year

Research firm CoreData has named the 2012 financial planning Licensee of the Year after surveying the attitudes and opinions of more than 1100 ... [more]

Australia’s five best
dealer groups revealed

It’s never been more challenging to run a dealer group Next week, Professional Planner will exclusively reveal the five best dealer groups in ... [more]

Funds adopt a more active lifestyle

Andrew Yap says investors are gaining a renewed appreciation for the long-term power of asset allocation. As the market looks set to continue ... [more]

Fund managers blur lines on independent advice

Australians remain confused about financial planner independence while the “big six” financial planning groups continue to show an overwhelming preference for their own ... [more]

Sun out for Ipac as dealer groups weather GFC storm

A clear edge in “people skills” has seen Ipac Securities named the CoreData Advisory Group of the Year for 2011. Ipac put an ... [more]

Second act for Encore with research house

Investment research firm van Eyk has acquired financial services consulting firm The Encore Group for an undisclosed sum. Encore specialises in providing consulting ... [more]

“Snow White” period puts focus on risk

Investors are entering a period of prolonged higher risk where market volatility will return as a long-term feature, according to research house van ... [more]

Taking research to a new level

Financial planners and their clients are always seeking fund managers with a competitive edge - especially in today’s markets. However, finding that fund ... [more]

New products offer Australian retirees more options

Over the past few years, a number of new products have emerged that target the retirement segment of the Australian investment market Product ... [more]

Ten things to keep front of mind when investing in direct property

Kelly Napier says the past few years have taught us some lessons about assessing the merits of direct property investments Property fund ... [more]