INVESTMENT TRENDS
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...
Superannuation
The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....
People & Products
Retirement specialist Milliman and platform provider Advice Intelligence have been recognised by research firm Investment Trends with its Planning Software Innovation Awa...
Financial planning
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
Features
As financial planners increasingly choose the self-licensed path, Anastasia Santoreneos discusses the perks of being licensed under a dealer group with Citadel Wealth’s f...
Financial planning
The adoption of exchange traded funds among financial planners has continued to grow, with more than half of Australian planners now recommending index funds, according t...
People & Products
Financial advisers have rated BT Panorama as the number one investment platform when it comes to online business management features, Investment Trends’ Platform Competit...
Funds management
Rather than being deterred by last year’s fourth quarter, more Australian investors continued to trade, according to Investment Trends’ Online Broking Report....
Financial planning
The number of Australian women investing online has doubled from 76,000 to 150,000 over the last five years, with women showing particular interest in exchange traded fun...
Financial planning
Investors on average expect the All Ordinaries Index to grow by +0.3 per cent over the next few months, according to Investment Trends....
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
Financial planning
Australians have shown a strong interest in using leverage to invest, according to a study from Investment Trends....
Superannuation
The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...
Financial planning
The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....
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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...