INVESTMENT TRENDS
Financial planning
The latest Investment Trends research has revealed that most planners are ready to switch platforms in pursuit of better service and features....
Features
It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...
Features
While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...
Financial planning
Compliance automation was disrupting the comprehensive advice model and was replacing it with single piece advice as clients demanded more efficiency and innovation....
Financial planning
New research confirms that Australians want good advice as they become increasingly uncertain about their retirement....
Financial planning
Meeting planner needs has become an even more intense focus for the highly competitive platform providers, according to Investment Trends....
Features
Accountants remain the most trusted advisers for SMSF clients but with licensing take-up remaining low following the accountants' exemption, what will this mean for SMSF ...
Financial planning
The margin lending industry, which contracted slightly in 2016, is expected to face more headwinds, according to Investment Trends....
Financial planning
Robo-advice is on the rise but the latest research from Investment Trends suggests it will be mostly positive for financial advisers....
Features
Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the av...
Life/Risk
New Investment Trends research has confirmed the Life Insurance Framework has already hit the bottom lines of risk advice practices....
Superannuation
The overall number of SMSF trustees with unmet advice needs reached the highest level observed, according to Vanguard and Investment Trends....
Financial planning
Retail participation in the contracts for difference market had decreased by 14 per cent despite volatility, demonstrating the need for education from providers....
Financial planning
New research from Investment Trends reveals planners are more willing than ever to switch both platforms and planning software in the pursuit of better outcomes....
Accounting
Less than half of all accountants who intend on operating under a full or limited AFSL have met the licencing requirement to provide SMSF advice, despite the looming dead...
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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...