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Funds management
Rather than being deterred by last year’s fourth quarter, more Australian investors continued to trade, according to Investment Trends’ Online Broking Report....
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
Financial planning
Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...
Funds management
The number of online investors in equities and ETFs has soared over the last year, with mobile platform functionality being a key driver behind investors’ platform choice...
Financial planning
New research has suggested that planners badly want better tools and that platforms and planning software providers should be collaborating to deliver the appropriate out...
Financial planning
Self-managed superannuation fund advice offers a huge opportunity for financial planners, with half of all SMSFs reporting unmet advice needs, according to Investment Tre...
Financial planning
The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent over the last year, according to the latest research...
Financial planning
Robo-advice is growing in recognition in Australia, with older Australians providing a key opportunity for robo-advice providers, according to Investment Trends....
Financial planning
Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...
Financial planning
Financial planners are increasingly specialising, with their focus often times being on clients who are of a similar generation to themselves, according to Investment Tre...
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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...