INVESTMENT TRENDS

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...

Funds management

Investors in Australia witnessed record dividend payouts in the past year, largely from the mining and banking sector, according to the Janus Henderson Global Dividend In...

People & Products

The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...

Funds management

A disparity in demand for impact investing across gender, age, and nationality has been identified in new research conducted by the global asset manager. ...

Funds management

According to Investment Trends, almost two million Australians have been exposed to cryptocurrency, with 1.56 million continuing to hold the digital asset....

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Financial planning

High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....

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Financial planning

The number of newly-advised clients has outpaced client attrition for the first time in three years according to Investment Trends, while consumers have increased the amo...

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Fergus Hardingham

RE: "Several financial advisers have expressed their frustrations with popular financial planning software Xplan" 100% o...

12 hours ago
Chris Cornish

Take note that this is a product provider issue (again). With clients needing to opt-in to a fee agreement every year, i...

3 days 8 hours ago
R

Talking about fees for no service, I have to pay a significant annual fee to ASIC as a registered financial adviser, BUT...

3 days 8 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

7 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

7 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

7 months 2 weeks ago