INVESTMENT TRENDS

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 ...

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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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