INVESTMENT TRENDS
Financial planning
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....
Funds management
Investors planning on making their first CFD trades over the coming year say having access to equities will be a key factor when selecting their provider....
Funds management
Australia’s online broking market has been reinvigorated by a surge in the number of first time traders over the first half of 2015, research reveals....
Funds management
Wholesale funds growth rate is still strong at 13 per cent despite a -2.1 per cent drop for the June quarter, according to Plan For Life....
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. ...
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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...