INVESTMENT TRENDS
Financial planning
Financial planners have indicated platform providers are not delivering well enough on their direct share offerings, with planner satisfaction remaining flat in 2011 acco...
Superannuation
An increase in SMSF gearing enquiries has prompted Multiport to launch a new product....
Superannuation
The number of investors allocating towards exchange-traded funds will increase 35 to 50 per cent in the next two years in the wake of the current proliferation of product...
Funds management
There will be a surge in the number of investors embracing exchange-traded funds in the next two years, since they are increasingly being taken up by financial advisers....
Financial planning
Fixed and asset-based fees can co-exist as adviser remuneration methods as long as each method is used for the appropriate product, according to OneVue chief executive of...
Financial planning
Financial advisers may see the advantages of advising on exchange-traded funds (ETFs), but the increasing popularity of ETFs is being driven by self-directed investors, a...
Financial planning
Platform providers have closed the gap in their service offerings through innovative approaches to model portfolios and client portfolio management tools, according to th...
Superannuation
There is a massive disconnect between the demand for financial advice among super fund members and their willingness to pay for it, according to Investment Trends researc...
Financial planning
New research confirms a growing demand for good advice from Australia's high-net-worth individuals....
Financial planning
Most financial planners typically expect Australian shares to return around 10 per cent excluding dividends over the course of 2011, according to research by Investment T...
Financial planning
Smaller and lower-cost brokers were responsible for increased competition in the online broking space in the second half of 2010, according to Investment Trends research....
Financial planning
A proposed increase in the superannuation guarantee to 12 per cent by 2019 is slower than Australians would like....
Financial planning
Consolidation is the big news in the financial planning platform industry. Janine Mace looks into how this is affecting the sector....
Financial planning
As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....
Financial planning
Many financial planners are progressively making changes to their business models as they shift towards the high-net-worth (HNW) client segment, according to Investment T...
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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...