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INVESTMENT TRENDS
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...
Financial planning
Too many Australians are choosing not to use advisers when making and activating financial decisions, and robo-advice could prove to be an effective bridge, according to ...
Financial planning
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
Features
Video advice takes off, older Australians take up phone-based advice, and more people want comprehensive advice instead of scaled, Jessica Amir finds. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...