INVESTMENT TRENDS
Accounting
Less than half of all accountants who intend on operating under a full or limited AFSL have met the licencing requirement to provide SMSF advice, despite the looming dead...
Financial planning
Too many Australians are choosing not to use advisers when making and activating financial decisions, and robo-advice could prove to be an effective bridge, according to ...
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....
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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...