INVESTMENT TRENDS
Financial planning
Robo-advice is growing in recognition in Australia, with older Australians providing a key opportunity for robo-advice providers, according to Investment Trends....
Funds management
The platform provider said it was pleased with the strong rise in funds under administration in the quarter given a seasonally slow January....
Financial planning
Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...
Financial planning
Financial planners are increasingly specialising, with their focus often times being on clients who are of a similar generation to themselves, according to Investment Tre...
Funds management
Retail online investor numbers climbed to a record high in 2017, with improving market sentiment seeing 645,000 Australian place at least one share in 2017, according to ...
Funds management
Financial planners should use an opportunity to get more involved in the exchange traded funds market, according to a joint report by BetaShares and Investment Trends....
Financial planning
New research from Investment Trends has confirmed high demand for planners as people prepare for retirement....
Financial planning
Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...
Financial planning
High fee product manufacturers are going to have to prove their value proposition, according to the latest research from Investment Trends....
Funds management
New research has pointed to the degree to which market uncertainty has created a gold opportunity for fund managers to go direct to investors....
Financial planning
Investment Trends’ latest research shows that consumers increasingly want financial planners to help them achieve their lifestyle, rather than just financial, goals....
Financial planning
A new report from Investment Trends has shown that financial planners are losing active clients in greater numbers than they are attaining them....
Financial planning
New Investment Trends research has revealed that demand for good financial advice has never been higher but planners are struggling to retain clients in an environment wh...
Financial planning
Most planners did not understand smart beta meaning there was an opportunity for education around the investment vehicle, according to Investment Trends....
Superannuation
The number of SMSF trustees with unmet financial advice needs continues to grow in 2017, according to Vanguard/Investment Trends SMSF Reports....
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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...