INVESTMENT TRENDS
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....
Financial planning
New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...
Funds management
Australian investors’ appetite for overseas funds has spiked in the last month, with a growing proportion opting for multi-region investment, a survey shows. ...
Financial planning
New research shows financial planners’ return expectations are up for the first time in four years, reflecting an increase in investor sentiment....
Editorial
Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...
Editorial
As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...
Accounting
A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....
Financial planning
The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....
Editorial
As the boom in the Australian economy recedes, investors from this country are beginning to look at rising Asian equities as a strategy to boost returns – but a sense of ...
Superannuation
As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...
Life/Risk
It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....
Superannuation
Super funds which lose members to SMSFs are unlikely to see them come back....
Financial planning
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
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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...