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INVESTMENT TRENDS
Funds management
Up to 12,000 financial planners in Australia are currently using or intend to use managed accounts, according to the joint report from State Street Global Advisors and In...
People & Products
Dr Irene Guiamatsia will replace Recep Peker who will continue to support clients in an advisory capacity....
Financial planning
The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...
Financial planning
As platform migrations and consolidation occur, new data is pointing to a still small but growing number of advisers choosing to use industry funds. ...
Features
A Royal Commission, pandemic and regulatory change have distracted advisers from robo-advice in recent years but Jassmyn Goh finds out if the technology is now finally go...
Financial planning
While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...
Financial planning
Despite the shifting regulatory landscape and disruption from major players, only 4% of financial planners intend to stop providing advice in the year ahead, according to...
Financial planning
Since 2007, the number of self-managed super funds using a financial planner has not grown at the same level as the amount of new trustees. ...
Financial planning
Environmental, social, and governance factors and more features from online brokers matter more to investors, according to a report....
People & Products
Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....
Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial planning
New research from Investment Trends suggests robo-advice has not had the cut-through in Australia that many had hoped for but that new products may yet see it gain a bett...
SMSF
Accountants want to expand their role in the self-managed superannuation fund space but have cited their biggest challenges as regulatory related, according to a report....
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 ...
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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...