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INVESTMENT TRENDS
Life/Risk
The latest Investment Trends research reveals advisers were already adjusting to the post-Trowbridge reality, with one in five ready to switch insurers....
Superannuation
The number of SMSFs seeking advice fell for the eighth year in a row but this is not necessarily reflective of their advice needs....
Financial planning
New Investment Trends research reveals planners have never enjoyed greater levels of platform choice and are opting to look beyond the dominant BT Wrap, Colonial FirstCho...
Financial planning
The Money Management Platforms & Wraps Conference, 2015, scheduled for 29-31 July at Magenta Shores will examine the rise and rise of SMAs and how platforms are competing...
Financial planning
Online traders are expecting their brokers to help them identify opportunities, and those who do are reaping dividends, new research reveals....
Financial planning
Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance across a number of surveys....
Financial planning
Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....
Financial planning
Low volatility in the foreign exchange market was a major factor in declining numbers of investors using Australian FX providers in 2014....
Financial planning
The FPA has renewed its call for the Government to make up-front advice fees tax deductible and has urged the Budget impact be assessed by the Productivity Commission....
Accounting
A growing number of SMSF accountants have turned their attention to managed funds via the Australian Securities Exchange’s (ASX’s) mFund offering. ...
Financial planning
Platform providers are still bleeding hundreds of millions a year on regulatory compliance, at the cost of improved functionality, an Investment Trends report shows. ...
Financial planning
Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....
Editorial
Planners' appetite for fixed income has been on the decline, but will question marks over rates and markets change that? Kate Cowling investigates....
Financial planning
Australian planners have successfully rebooted their fee strategies and revenue channels in line with financial sector reforms, comparison shows. ...
Financial planning
Eighty per cent of Australians are not receiving financial advice because of the failure of traditional advice models, according to Provisio Technology (Provisio)....
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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...