INVESTMENT TRENDS
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 ...
Financial planning
Investor concern levels have fallen in September and October, but new research suggests this might not necessarily translate to good news, according to Investment Trends ...
Financial planning
The long-anticipated rise in revenue coming from the self-managed super fund (SMSF) client base is not happening just yet for financial planners, according to new researc...
Superannuation
Sentiment among SMSF investors has improved, although the urge to hold and accumulate cash remains high....
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Financial planning
Australian investors remain pessimistic about the prospect of full market recovery, with their concern levels rising while return expectations are decreasing....
Superannuation
Information on fees is the largest member knowledge gap across all kinds of super funds, according to Investment Trends research commissioned by QSuper....
Editorial
The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...
Editorial
With Baby Boomers starting to enter retirement, there is a growing realisation that retirement incomes products are insufficient and in need of an overhaul....
Financial planning
MLC chief executive Steve Tucker has outlined a 'direct-to-customer' plan, while assuring financial advisers they will still 'own' their clients....
Financial planning
If technology providers can come to the table, the provision of scaled advice may soon take the form of a 'co-browsing' function designed to better engage clients in the ...
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Life/Risk
New Investment Trends research confirms life/risk has grown in importance in the planner revenue equation....
Financial planning
BetaShares has claimed greater penetration into the advice space for its exchange-traded fund products....
Financial planning
The rise of scaled advice and fee-for-service models ahead of the start of the Future of Financial Advice legislation has made the need to lower advice costs even more im...
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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...