INVESTMENT TRENDS
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...
Financial planning
AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....
Superannuation
The latest AMP Capital/Investment Trends SMSF Investor Report has revealed compliance is now clearly the number one challenge being faced by people running their own supe...
Financial planning
Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....
Superannuation
The Federal Opposition is calling for tougher regulation and clearer disclosure of SMSFs following the release of ATO figures on asset values and fees charged in SMSF acc...
Superannuation
Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...
Financial planning
Clients of financial planners are investing more of their assets according to their planner’s recommendations, with 88 per cent rating the overall quality of the service ...
Financial planning
Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...
Superannuation
Product designers will welcome a survey’s discovery that most people establish self-managed superannuation funds for greater control of their investments, rather than for...
Financial planning
Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...
Financial planning
In a complete reversal of prevailing investment trends, international shares are on the rebound and growth managers have come back against value managers, according to th...
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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...