King Loong Choi

Financial planning

More high net worth investors say they would value the opinions of financial advisers but few of them have yet taken advice....

Financial planning

Big bank platform dominance at an end

The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....

Financial planning

Aussie investors adopt more defensive stance

More investors are looking to protect their assets and income from market falls and environmental, social, and governance factors are becoming a priority when selecting i...

Superannuation

Super funds falling short on advice offerings

Issues when seeking face-to-face financial advice is the number one unresolved problem most super fund members have when engaging with their funds, with funds’ advice off...

Superannuation

Accountant-planner relationship needs to evolve

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

Financial planning

Trust in planning reaches new low

The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....

Financial planning

Planner practice revenue derived from risk advice declining

Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....