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Financial planning
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
Features
Video advice takes off, older Australians take up phone-based advice, and more people want comprehensive advice instead of scaled, Jessica Amir finds. ...
Financial planning
The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....
Financial planning
Younger Australians are more open to getting advice than any other age group and they want to receive it online, a report reveals. ...
Funds management
Australia’s ETF sector is set to continue to grow at a rapid pace over the coming year, research reveals....
Financial planning
The number of people intending to place their first FX trade in the next 12 months climbed by 60 per cent, compared to the previous year, according to Investment Trends....
Funds management
Innovations by Australian online brokers are proving successful, with investor numbers rising and switching between brokers in decline....
Financial planning
Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...
Tools & guides
Planner allocation to fixed income has declined year-on-year since 2012, but Malavika Santhebennur asks if market volatility and a turbulent share market will force them ...
Financial planning
More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....
Funds management
Margin lending investors saw gearing opportunities in recent share market falls and were evolving in how they used margin lending. ...
Features
Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....
Financial planning
New Investment Trends research confirms that financial advice still costs more than most consumers are willing to pay....
Financial planning
CommSec has reported a sharp increase in demand for foreign owned shares, as investors seek to reduce their exposure to the local share market....
Financial planning
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...