WEALTH INSIGHTS

Features

Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...

image
Financial planning

Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....

image
Financial planning

The latest Wealth Insights data has revealed a slump in adviser sentiment to levels not seen since 2012....

image
Financial planning

Market uncertainty and declining investor sentiment has created gloom amongst many Australian financial planners....

image
Financial planning

New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....

image
Editorial

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...

image
Financial planning

A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...

image
Financial planning

Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....

image
Financial planning

New Wealth Insights research confirms planners remain generally upbeat....

image
Financial planning

New wealth insights data confirms planner sentiment has been rising on the back improved investor sentiment....

image
Financial planning

Plannner sentiment has risen to pre-GFC highs following the election of a Coalition Government....

image
Financial planning

Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....

image
Funds management

New FSC analysis confirms weakening sentiment around Australian equities in fully priced market....

image
Financial planning

Australian financial advisers appear to be sensing broader community negativity about the general outlook for the economy, according to the latest sentiment data released...

image
Financial planning

Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 2 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago