INVESTMENT TRENDS

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...

Financial planning

Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...

Superannuation

Adds ETFs and share options and reduces the length of its Product Disclosure Statement....

Financial planning

The latest Investment Trends Platform report has seen Avanteos named the top platform for the third year in a row, but the research also reveals a platform industry hit h...

Editorial

Following an index may not be a glamorous investment strategy, but it can offer value and reliability in difficult market conditions....

Financial planning

Research by Investment Trends revealing surging use of exchange-traded funds (ETFs) by advisers and investors has received support from within the advice sector....

Life/Risk

Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses ...

Financial planning

New Investment Trends research confirms upturn in writing risk....

Financial planning

Shedding funds and even fund managers from their investment menus....

Superannuation

Scepticism about whether managed products can achieve objectives....

Financial planning

Friends, family, Internet and media continue to dominate investor attitudes....

Financial planning

A focus on slashing costs and increasing efficiencies to minimise damage to the bottom line....

Financial planning

Market volatility takes its toll....

Financial planning

High potential for skewed results....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo