investment trends

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...

Financial planning

Business performance gives planners cause for optimism

Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...

Financial planning

Risk advice still a growth area for planners

Financial planners are sourcing almost a third of their revenue from risk advice and showing little hesitation when it comes to switching insurers for the best deal....

Accounting

Bulk of accountants providing SMSF advice not RG146 compliant

Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....

Superannuation

Clock ticking for Baby Boomers

With increasing demands being placed on super funds as more and more baby boomers move to the draw down phase it’s time to rethink retirement income products, Paul Rogan ...

Financial planning

Platform loyalty strong but tested by fees

Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...

Financial planning

High net worth clients act as advice predictors

High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....

Editorial

Changing strategies to meet evolving needs

The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...

Numbers of SMSFs set up by accountants declines

The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....

Financial planning

Xplan wins market share while Midwinter wins minds

Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...

Financial planning

Wrestling with retirement risks

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

Financial planning

Baby boomers make up four out of five dollars under advice

An ageing population has meant retirees and pre-retirees now make up 66 per cent of financial planning clients and 82 per cent of planner funds under advice...

Funds management

Education stunting new wave of ETF investors

Traditional investors are being increasingly drawn to ETFs, but severe knowledge gaps about how the investment vehicle works are holding them back, research has found. ...