INVESTMENT TRENDS
Financial planning
Australian investors’ share market return expectations have turned negative for the first time since the global financial crisis, according to Investment Trends....
Features
Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...
Financial planning
Advisers are snubbing their service providers in pursuit of a self-licensed or boutique model, data from Investment Trends shows. ...
Features
Anastasia Santoreneos investigates how much income is really needed for retirement and what strategies can be used before and after retirement to ensure income is sustain...
Financial planning
Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....
Financial planning
Going forward, financial planners must move to a model of radical transparency in order to retain clients and remain relevant....
Financial planning
Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...
Funds management
The number of online investors in equities and ETFs has soared over the last year, with mobile platform functionality being a key driver behind investors’ platform choice...
Funds management
HUB24 has recorded net inflows for FY18 of $2.4b, up 24.1 per cent on the previous corresponding period....
People & Products
BT’s flagship platform, BT Panorama, is the highest-rated platform among financial advisers for its mobile access and app, according to Investment Trends. ...
Financial planning
New research has suggested that planners badly want better tools and that platforms and planning software providers should be collaborating to deliver the appropriate out...
Financial planning
Despite financial planners saying for years that they were planning to increase their provision of aged care advice, they are still struggling to do so, according to Inve...
Financial planning
Self-managed superannuation fund advice offers a huge opportunity for financial planners, with half of all SMSFs reporting unmet advice needs, according to Investment Tre...
Financial planning
New data confirms that the loss of grandfathered commissions hardly compares with the impact of planners losing life/risk commissions....
Financial planning
The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent over the last year, according to the latest research...
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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...