More high net worth investors say they would value the opinions of financial advisers but few of them have yet taken advice....
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
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...
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...
The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....
The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....
Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....
New research from Investment Trends has confirmed high demand for planners as people prepare for retirement....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...