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INVESTMENT TRENDS
Financial planning
Self-licensed advisers are most likely to have seen their profit margins increase over the past 12 months, according to research by Investment Trends, as fees increase fo...
Financial planning
Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he...
Financial planning
A lack of sufficient disposable income has caused a downturn in the number of online investors, according to two reports, and firms are being encouraged to find ways to r...
SMSF
Female self-managed super fund members are more likely to seek the guidance of a financial adviser according to the latest data from the Vanguard/Investment Trends SMSF R...
Financial planning
A new report evaluating advisers’ attitudes and use of managed accounts has highlighted its sustained popularity, with ETFs among the most popular products in these portf...
Funds management
Investors in Australia witnessed record dividend payouts in the past year, largely from the mining and banking sector, according to the Janus Henderson Global Dividend In...
People & Products
The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...
Funds management
A disparity in demand for impact investing across gender, age, and nationality has been identified in new research conducted by the global asset manager. ...
Funds management
According to Investment Trends, almost two million Australians have been exposed to cryptocurrency, with 1.56 million continuing to hold the digital asset....
Financial planning
High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....
Financial planning
The number of newly-advised clients has outpaced client attrition for the first time in three years according to Investment Trends, while consumers have increased the amo...
Financial planning
Advisers’ growth expectations have significantly dropped this year with advisers expecting to see average capital growth of just 0.7%....
People & Products
Research firm Investment Trends has appointed Eric Blewitt as chief executive, as Sarah Brennan moves into a newly-created position on the firm’s advisory board....
Tech
The number of investments being made online has fallen significantly amid the market downturn and the threat of rising inflation and interest rates....
News
Rising bearishness among investors has led to a retreat into defensive assets, according to the latest quarterly manager and intelligence trends report from Bfinance....
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...