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
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
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
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
The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....
Financial planning
The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....
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
New research from Investment Trends has confirmed high demand for planners as people prepare for retirement....
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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...