INVESTMENT TRENDS
Superannuation
Financial planners have estimated a third of their clients were not on track to achieving a comfortable retirement, according to a survey released by Investment Trends....
Editorial
Boom years are long gone for the margin lending sector. Given that the improvement in the share market is one of the main catalysts for using margin loans, the sector is ...
Financial planning
The Investment Management Consultants Association is offering a range of scholarships within its Certified Investment Management program....
Life/Risk
The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...
Editorial
The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....
Financial planning
Platform providers have invested around $130 million on new developments in 2011, with MLC Wrap and Navigator platforms receiving the highest ranking from financial plann...
Financial planning
Things are not looking up for margin lending as recent data shows the sector was given a cold shoulder by financial planners yet again....
Financial planning
The number of Australians actively trading shares online has increased, despite market returns expectations having collapsed in the second half of 2011, according to Inve...
Financial planning
The number of Australians actively trading shares online has increased, despite market returns expectations having collapsed in the second half of 2011, according to Inve...
Financial planning
Financial planners have continued to steer clear of growth assets while more than doubling their portfolio allocation to term deposits in the past year....
Policy & Regulation
Members of the Financial Planning Association are more prepared to meet the changes required by the Government's Future of Financial Advice changes....
Life/Risk
Financial planner satisfaction with life insurers remains high but some are looking for alternatives, according to the Investment Trends 2011 Planner Risk Report....
Financial planning
Financial planners working in bank branches are less satisfied with their support system than those working for independent or even institutionally-owned dealer groups, a...
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
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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...