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INVESTMENT TRENDS
Financial planning
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....
Financial planning
A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends....
Financial planning
As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen thei...
Financial planning
Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row....
Financial planning
There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...
Financial planning
Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...
Funds management
Research house Investment Trends has made a new hire to head up its Australian sales team....
Financial planning
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
Financial planning
A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....
Financial planning
Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...
Financial planning
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...
Funds management
Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment Trends, up from just 10 per cent in 2019....
Financial planning
Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...
Financial planning
Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research....
Financial planning
Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...
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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...