INVESTMENT TRENDS
Financial planning
As adviser-client relationships stabilise, Investment Trends’ latest report said digital hybrid advice models are key to addressing the supply-demand gap in Australia. ...
Financial planning
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...
Financial planning
The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of ...
Financial planning
Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client to reflect the changing shape of the adviser landscape....
Financial planning
Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concern...
Financial planning
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....
Financial planning
A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends....
Financial planning
As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen thei...
Financial planning
Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row....
Financial planning
There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...
Financial planning
Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...
Funds management
Research house Investment Trends has made a new hire to head up its Australian sales team....
Financial planning
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
Financial planning
A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....
Financial planning
Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...