INVESTMENT TRENDS

Funds management

Contracts for difference (CFD) trading remains popular among local investors, with Australia recording the second-highest adoption rate of CFDs when compared to Singapore...

Funds management

Platform flows are improving as the wall of cash breaks down....

Superannuation

While costs may still be a barrier, recent research reveals why more accountants are using platforms within SMSFs. ...

Accounting

Accountants like platforms for ease of use but remain cautious based on their underlying cost....

Financial planning

Dealer services model offers succession plans to more than 700 planners....

Financial planning

The Australian online share trading market appears to have strengthened despite a drop in the overall number of traders....

Financial planning

An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....

Funds management

Certitude’s latest survey reveals that investors appetite for global assets is increasing in line with performance expectations....

Superannuation

Research reveals a smaller proportion of super fund members intends to leave and set up a self-managed super fund....

Financial planning

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

Financial planning

Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....

Life/Risk

A new partnership will see Zurich added as the third insurer to netwealth’s LifeWrap facility....

Superannuation

Australian investors believe global markets will rise over the next year and are cooling in their outlooks for the domestic stock market, according to the inaugural Certi...

Editorial

The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...

Financial planning

Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...

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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’...

1 month 1 week ago

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

2 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...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 5 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 2 days ago
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