INVESTMENT TRENDS
Editorial
The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...
Financial planning
Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....
Financial planning
Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...
Funds management
Latest Investment Trends index reveals a spike in investor sentiment, with concern levels hitting a 40-month low....
Financial planning
The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....
Financial planning
Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...
Funds management
New survey suggests financial planners have reduced allocation to managed funds once again in 2012, though the decline appears to be bottoming out....
Superannuation
With even the largest of SMSF administration firms holding less than 2 per cent of the overall market, the potential for consolidation has become an increasingly hot topi...
Financial planning
Financial planners are increasingly looking to invest in Asia via exposure to luxury goods manufacturing in developed regions, according to Investment Trends....
Financial planning
Excess cash holdings held by planners have grown substantially as investors continue to shy away from volatile markets, according to Investment Trends....
Financial planning
The margin lending industry has recorded a decline of $42 billion from five years ago to $12.7 billion as at September 2012 - but a large number of investors intend to st...
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Financial planning
Research suggests fewer Australians use financial planners, but remaining clients are happier....
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
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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...