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INVESTMENT TRENDS
Financial planning
Planners are pushing record sums of new client money into listed investments, research shows....
Superannuation
Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....
Financial planning
The margin lending industry looks set to rebound, with two thirds of brokers looking to increase their activity in the next 12 months, research shows....
Financial planning
High net worth investor numbers invest a third of collective assets via self-managed superannuation funds (SMSF)....
Policy & Regulation
As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....
Funds management
Falling volatility in the foreign exchange market has seen the number of Australian traders drop 4 per cent in a year....
Funds management
Advised investors are more bullish in investing offshore and hold more stable views towards global investment compared to non-advised investors, an Investment Trends repo...
Editorial
As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...
Financial planning
The margin lending sector seems to be going through a partial revival, but no thanks to financial planners....
Superannuation
Specialist SMSF administrator SuperGuardian has been appointed by online broker Bell Direct to manage its integrated SMSF solution. ...
Editorial
It can seem that deficits outweigh the benefits when it comes to investing in emerging markets at present but, as Milana Pokrajac reports, while some of the emerging mark...
Financial planning
Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...
Financial planning
A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....
Accounting
Fears about data security could be preventing self-managed superannuation fund (SMSF) accountants from taking their clients' information online, a report has found. ...
Financial planning
The demand for financial advice is quickly rising, with industry super funds expected to deliver, according to an Investment Trends report....
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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...