INVESTMENT TRENDS
Financial planning
Only 11 per cent are pure fee-for-service, but growth expected....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...