INVESTMENT TRENDS

Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

Financial planning

An ageing population has meant retirees and pre-retirees now make up 66 per cent of financial planning clients and 82 per cent of planner funds under advice...

Funds management

Traditional investors are being increasingly drawn to ETFs, but severe knowledge gaps about how the investment vehicle works are holding them back, research has found. ...

Financial planning

Platforms are continuing to struggle with FDS as research finds compliance accounted for half of development spending. ...

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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 20 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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