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INVESTMENT TRENDS
Life/Risk
Risk wrapped up in planner technology....
Financial planning
Investment Trends data points to rising costs but improving performance....
Superannuation
Survey reveals many SMSF investors adopted a defensive stance in anticipation of market crash....
Financial planning
Shorter is desirable, but not if it reduces clarity....
Financial planning
Structured products have evolved in the past year to become simpler and more affordable, writes CATHY KOVACS...
Financial planning
The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...
Financial planning
Separately managed accounts have experienced a difficult transition in the financial planning industry as a result of financial planners’ lack of knowledge and confidence...
Financial planning
The first set of research performed on the Australian separately managed accounts market has shown the products currently on offer need to improve their functionality bef...
Superannuation
The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abr...
Financial planning
Xplan has beaten its competition by ranking first in an independent review of Australian financial planning software....
Financial planning
Despite being launched less than a month ago, AdviserNETgain, Asgard Wealth Solution’s practice and planning management technology, has come out on top in the hybrid cate...
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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...