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INVESTMENT TRENDS
Editorial
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 ...
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
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
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
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
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. ...
Financial planning
Platforms are continuing to struggle with FDS as research finds compliance accounted for half of development spending. ...
Financial planning
Planners are pushing record sums of new client money into listed investments, research shows....
Superannuation
Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....
Financial planning
The margin lending industry looks set to rebound, with two thirds of brokers looking to increase their activity in the next 12 months, research shows....
Financial planning
High net worth investor numbers invest a third of collective assets via self-managed superannuation funds (SMSF)....
Policy & Regulation
As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....
Funds management
Falling volatility in the foreign exchange market has seen the number of Australian traders drop 4 per cent in a year....
Funds management
Advised investors are more bullish in investing offshore and hold more stable views towards global investment compared to non-advised investors, an Investment Trends repo...
Editorial
As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...