INVESTMENT TRENDS
Superannuation
The annual Vanguard/Investment Trends Self Managed Super Fund (SMSF) Report has revealed the sector's continued growth, both in terms of the number of fund establishments...
Financial planning
Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....
Financial planning
The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...
Financial planning
Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....
Editorial
While three key global equities markets still face trouble, there has been a major shift in investor behaviour towards this sector. Benjamin Levy reports investors are mo...
Superannuation
The number of exchange-traded funds (ETFs) used by investors is on the rise despite continued market volatility, according to the BetaShares/Investment Trends ETF Report ...
Financial planning
Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....
Financial planning
The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Financial planning
Hot on the heels of the very successful Money Management SMSF workshop in Sydney last month, Money Management will be rolling out two more practitioner workshops in May....
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
Policy & Regulation
Investment Trends' 2011 Planning Software Report has indicated developers tended to consolidate existing functionality in response to FOFA and the GFC in 2011, rather tha...
Editorial
Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...
Financial planning
Although only a third of financial planners used annuities over the past year, demand for this product continues to grow, according to a survey released by Investment Tre...
Superannuation
New research confirms that financial advisers can make a difference in achieving comfortable retirement....
Never miss the latest news and developments in wealth management industry
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...