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INVESTMENT TRENDS
Financial planning
The margin lending sector seems to be going through a partial revival, but no thanks to financial planners....
Superannuation
Specialist SMSF administrator SuperGuardian has been appointed by online broker Bell Direct to manage its integrated SMSF solution. ...
Editorial
It can seem that deficits outweigh the benefits when it comes to investing in emerging markets at present but, as Milana Pokrajac reports, while some of the emerging mark...
Financial planning
Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...
Financial planning
A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....
Accounting
Fears about data security could be preventing self-managed superannuation fund (SMSF) accountants from taking their clients' information online, a report has found. ...
Financial planning
The demand for financial advice is quickly rising, with industry super funds expected to deliver, according to an Investment Trends report....
Financial planning
New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...
Funds management
Australian investors’ appetite for overseas funds has spiked in the last month, with a growing proportion opting for multi-region investment, a survey shows. ...
Financial planning
New research shows financial planners’ return expectations are up for the first time in four years, reflecting an increase in investor sentiment....
Editorial
Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...
Editorial
As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...
Accounting
A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....
Financial planning
The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....
Editorial
As the boom in the Australian economy recedes, investors from this country are beginning to look at rising Asian equities as a strategy to boost returns – but a sense of ...
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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 ...