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INVESTMENT TRENDS
Financial planning
The annual Investment Trends platform report has revealed all platforms reported an increase in adviser satisfaction in 2021 but which platform came out on top?...
Funds management
While inflows of new traders and reactivators have tapered in the contracts for difference and foreign exchange space, 33% are trading cryptocurrency, according to Invest...
Financial planning
More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...
Superannuation
The prospect of regulatory changes is impacting peace of mind for many Australians either heading towards or in retirement, according to Investment Trends....
Financial planning
Financial advisers are expecting local shares to deliver capital gains of 3.5% over the next 12 months, according to Investment Trends....
Financial planning
There is a reluctance from high net worth Australian investors to use investment advisers and an unmet advice gap in inheritance and estate planning, and strategies to re...
Knowledge Centre
As Sydney and Melbourne comes out of lockdown, here are some reopening trades in the Australian credit market which investors should consider as part of their fixed incom...
Financial planning
Loyalty from advised clients has increased in 2021 with 75% intending to continue their existing adviser relationship, up from 62%, according to Investment Trends....
Financial planning
Online security trading is on the rise thanks to the COVID-19 pandemic and 10% of traders say they intend on investing in digital currencies over the next 12 months, acco...
Financial planning
More trustees are willing to seek professional advice than before the COVID-19 pandemic, but that has not resulted in physical uptake, according to research from Investme...
Financial planning
The most burdensome compliance-related task for advisers are file noting and data collection at the fact-find stage, according to a report. ...
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Funds management
The number of advisers who use exchange traded funds has more than doubled over the last decade, according to BetaShares and Investment Trends. ...
Funds management
New research from Investment Trends has revealed that higher fees and the possibility of lower returns are not significant barriers to ESG investment....
Financial planning
Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....
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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...