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INVESTMENT TRENDS
Tools & guides
Planner allocation to fixed income has declined year-on-year since 2012, but Malavika Santhebennur asks if market volatility and a turbulent share market will force them ...
Financial planning
More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....
Funds management
Margin lending investors saw gearing opportunities in recent share market falls and were evolving in how they used margin lending. ...
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....
Financial planning
New Investment Trends research confirms that financial advice still costs more than most consumers are willing to pay....
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....
Financial planning
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....
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....
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....
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....
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....
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....
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...
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...
Financial planning
Online traders are expecting their brokers to help them identify opportunities, and those who do are reaping dividends, new research reveals....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...