INVESTMENT TRENDS

Superannuation

An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...

Funds management

Lack of confidence in financial institutions has pushed clients towards direct investments, according to new research from Investment Trends....

Financial planning

IG Markets and CMC Markets dominate a growing CFD sector....

Financial planning

New research reveals a dramatic shift away from managed funds towards direct equities and other listed investments, as the effect of increased investor fee aversion and d...

Financial planning

As direct investments become more popular, with ETFs in particular gaining ground, Janine Mace discovers that for many consumers cash is still king....

Financial planning

Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....

Life/Risk

Aviva tops inaugural life insurance benchmarking report but AMP and Macquarie ahead on advice integration....

Funds management

ETFs finally gaining traction, but few investors seeking financial advice....

Editorial

With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....

Financial planning

A survey of planners reveals most believe removing commissions will help the industry but not necessarily their own businesses....

Financial planning

High-net-worth (HNW) investors are looking for increased investment opportunities following the global financial crisis (GFC), with exchange traded funds, commodities fun...

Editorial

As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...

Financial planning

Switching from commissions-based remuneration to flat fees can be a "huge mental shift" for some advisers, but Elixir Consulting managing director Sue Viskovic warns that...

Financial planning

Investment Trends research reveals the industry’s intention to move to asset-based fee-for-service arrangements....

Financial planning

AXA's plans to extend the use of its Wealth.Net platform, which its North product currently sits on, has acted as the catalyst for the ACCC to block a proposed acquisitio...

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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 ago

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

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

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