INVESTMENT TRENDS

Financial planning

Xplan and Coin are the two most popular financial planning software providers, according to a new report released by Investment Trends....

Financial planning

While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...

Financial planning

New Investment Trends research reveals who is using what amid a growing trend by planners to write risk and life....

Financial planning

Fund managers, super funds and other financial services organisations still have a long way to go before they rebuild the investor trust they lost during the global finan...

Financial planning

Changes to the way the financial services industry operates are keeping the master trust and platform sector on its toes, says Janine Mace....

Financial planning

Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...

Policy & Regulation

New research reveals the way the banning of commissions and the implementation of FOFA will push up the cost of advice....

Financial planning

Financial Planning Association chief Mark Rantall has warned against the pricing pressures created by “over regulation”, resulting in an inflation of the cost...

Financial planning

New research has revealed the extent of the divide between what consumers want to pay for advice and what it really costs....

Superannuation

New research reveals SMSF trustees remain heavily exposed to cash....

Superannuation

SMSFs have emerged as an important revenue stream for planners and planning industry support services....

Financial planning

The financial planning industry has undergone significant change over the last few years. Janine Mace reports on the impact this has had on the financial planning softwar...

Superannuation

While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....

Financial planning

Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio ser...

Editorial

It is now clear that the failure of many fund managers to appropriately navigate the global financial crisis has caused many investors to question the ultimate value they...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks ago
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