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INVESTMENT TRENDS
Funds management
Financial planners who use managed accounts are spending more time on client engagement, compliance and due diligence, according to SSGA. ...
Financial planning
Financial advice can start with one piece and that can build to full advice later as the advice framework fails to lure Australians into receiving full advice, according ...
Financial planning
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Financial planning
More investors are looking to protect their assets and income from market falls and environmental, social, and governance factors are becoming a priority when selecting i...
Financial planning
Research from Investment Trends shows more financial planners and stockbrokers are looking at gearing to invest as a strategy for their clients....
Tech
Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....
Life/Risk
Over half of financial advisers say additional caps or the end of life insurance commissions are their greatest concerns, according to a report....
Life/Risk
Fewer financial planners consider client-related challenges to be significant when it comes to growing insurance advice, according to a report....
Financial planning
HNW investors are increasingly looking to invest in alternative assets to generate stable and predictable yield, according to a report....
Financial planning
New research from Investment Trends has confirmed the degree to which Australians have been turned off financial advisers by the fall-out from the Royal Commission....
Financial planning
Financial planners move from being investment pickers towards asset allocators, according to a report by Investment Trends....
Superannuation
Issues when seeking face-to-face financial advice is the number one unresolved problem most super fund members have when engaging with their funds, with funds’ advice off...
Superannuation
Self-managed superannuation fund members say they want more financial advice, with 315,000 reporting they had unmet advice needs this year, up from 275,000 last year, but...
Features
As future retirees weigh up their options on how to best distribute their post-retirement income, Chris Dastoor finds that annuities offer part of a greater option to mai...
Financial planning
Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends research has also pointed to a consolidating platform marke...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...