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INVESTMENT TRENDS
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....
Editorial
As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...
Financial planning
While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...