INVESTMENT TRENDS

Funds management

Margin lending investors saw gearing opportunities in recent share market falls and were evolving in how they used margin lending. ...

image
Features

Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....

image
Financial planning

New Investment Trends research confirms that financial advice still costs more than most consumers are willing to pay....

image
Financial planning

CommSec has reported a sharp increase in demand for foreign owned shares, as investors seek to reduce their exposure to the local share market....

image
Financial planning

Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....

image
Funds management

Investors planning on making their first CFD trades over the coming year say having access to equities will be a key factor when selecting their provider....

image
Funds management

Australia’s online broking market has been reinvigorated by a surge in the number of first time traders over the first half of 2015, research reveals....

image
Funds management

Wholesale funds growth rate is still strong at 13 per cent despite a -2.1 per cent drop for the June quarter, according to Plan For Life....

image
Life/Risk

The latest Investment Trends research reveals advisers were already adjusting to the post-Trowbridge reality, with one in five ready to switch insurers....

image
Superannuation

The number of SMSFs seeking advice fell for the eighth year in a row but this is not necessarily reflective of their advice needs....

image
Financial planning

New Investment Trends research reveals planners have never enjoyed greater levels of platform choice and are opting to look beyond the dominant BT Wrap, Colonial FirstCho...

image
Financial planning

The Money Management Platforms & Wraps Conference, 2015, scheduled for 29-31 July at Magenta Shores will examine the rise and rise of SMAs and how platforms are competing...

image
Financial planning

Online traders are expecting their brokers to help them identify opportunities, and those who do are reaping dividends, new research reveals....

image
Financial planning

Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance across a number of surveys....

image
Financial planning

Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago