INVESTMENT TRENDS

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...

Financial planning

Trust in Australia's leading financial services brands may not recover as quickly as financial markets following the GFC, according to research conducted by Investment Tr...

Financial planning

The latest Investment Trends Planning Software Report has revealed the emergence of a keen focus on planner productivity, with Xplan topping the rankings....

Financial planning

Investment Trends names Navigator leading platform in a year marked by intense investment in specific improvements....

Financial planning

BT Wrap has upgraded its platform to better service advisers wishing to invest in direct equities and exchange traded funds, with Chris Freeman saying the changes were in...

Financial planning

Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...

People & Products

Darelle Jenkins has been appointed as national manager, AdviserNETgain, effective from February 8....

Financial planning

Research from Investment Trends has found that despite risk advice continuing to be an important part of financial planning practices, revenue from risk remains small in ...

Superannuation

New research has revealed the degree to which the global financial crisis widened the retirement savings gap in Australia, causing people to delay leaving the workforce f...

Editorial

Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....

Financial planning

Complex products preventing planners from taking advantage of market upswings....

Superannuation

Asset based fees have dropped by more than 20 per cent as assets plunge, while accountant fees rise on different criteria....

Financial planning

Despite dealer groups developing their own software, major software companies control over half the market....

Superannuation

One-third of SMSF trustees to focus on buying undervalued assets....

Financial planning

New Investment Trends research has revealed the degree to which confidence in managed funds and financial planners has taken a hit....

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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’...

3 months ago

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

3 months 3 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

3 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

6 days 21 hours ago
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