investment trends


Current advice process not an incentive

Big bank platform dominance at an end

Aussie investors adopt more defensive stance

Advisers view on gearing improves despite subdued market outlook

Netwealth tops Digital Wealth rankings

Life commission cap changes threat to advice businesses

Compliance and regulatory landscape burden risk advice growth

60% of HNWs have unmet advice needs

RC fall-out continues to drag on adviser trust

Planners move towards asset allocators

Super funds falling short on advice offerings

SMSFs in need of advice in key areas

A lifetime of security

Netwealth still tops satisfaction ratings

Accountant-planner relationship needs to evolve