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INVESTMENT TRENDS
Financial planning
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...
Funds management
Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment Trends, up from just 10 per cent in 2019....
Financial planning
Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...
Financial planning
Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research....
Financial planning
Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...
People & Products
Netwealth has appointed Sarah Brennan, former CEO of Investment Trends, as a non-executive director on its board....
People & Products
In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...
Funds management
BlackRock has highlighted five “mega forces“ impacting investment markets that will change long-term global growth....
Funds management
The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....
People & Products
Mercer’s high-net-worth clients are set to benefit from a new service agreement to utilise Praemium’s virtual managed account and administration services, with the platfo...
Financial planning
Self-licensed advisers are most likely to have seen their profit margins increase over the past 12 months, according to research by Investment Trends, as fees increase fo...
Financial planning
Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he...
Financial planning
A lack of sufficient disposable income has caused a downturn in the number of online investors, according to two reports, and firms are being encouraged to find ways to r...
SMSF
Female self-managed super fund members are more likely to seek the guidance of a financial adviser according to the latest data from the Vanguard/Investment Trends SMSF R...
Financial planning
A new report evaluating advisers’ attitudes and use of managed accounts has highlighted its sustained popularity, with ETFs among the most popular products in these portf...
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Podcast
Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...
Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...