INVESTMENT TRENDS
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...
Superannuation
New research underscores the degree to which planners can leverage off interest in SMSFs....
Financial planning
Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...
Superannuation
Recent SMSF growth highlights the need for more specialised adviser training in the sector, according to Vanguard's Robin Bowerman....
Superannuation
While recent research into the investment trends of SMSFs indicate that exchange traded funds (ETFs) are growing in popularity, for Graeme Colley, superannuation strategy...
Financial planning
The technology surrounding simple advice has been the focus of both financial planners and software developers in the last 12 to 18 months, according to Investment Trends...
Superannuation
Investors are turning to their superannuation funds for help and direction as a third successive year of volatility and poor returns hits their livelihoods, with retirees...
Superannuation
Investors are turning to their superannuation funds for help and direction as a third successive year of volatility and poor returns hits their livelihoods, with retirees...
Financial planning
CommSec dominates the online trading market as recent volatility fails to dampen demand....
Financial planning
The availability of superannuation-based versions of separately managed accounts (SMAs) will drive continued adviser interest in the SMA market, according to BlackRock....
Financial planning
ASIC has released a regulatory guide for contracts for difference (CFD) issuers in order to provide greater disclosure to investors....
Financial planning
Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....
Financial planning
As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...
Financial planning
Some of the industry's largest dealer group leaders have attempted to map an approach to pricing scoped advice, but key cost differences have emerged between the groups....
Financial planning
Ratings house van Eyk points to knowledge as the key ingredient for the successful use of SMAs....
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...