INVESTMENT TRENDS

Superannuation

Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....

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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....

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Financial planning

High net worth investor numbers invest a third of collective assets via self-managed superannuation funds (SMSF)....

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Policy & Regulation

As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....

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Funds management

Falling volatility in the foreign exchange market has seen the number of Australian traders drop 4 per cent in a year....

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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...

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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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Financial planning

The margin lending sector seems to be going through a partial revival, but no thanks to financial planners....

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Superannuation

Specialist SMSF administrator SuperGuardian has been appointed by online broker Bell Direct to manage its integrated SMSF solution. ...

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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...

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Financial planning

Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...

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Financial planning

A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....

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Accounting

Fears about data security could be preventing self-managed superannuation fund (SMSF) accountants from taking their clients' information online, a report has found. ...

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Financial planning

The demand for financial advice is quickly rising, with industry super funds expected to deliver, according to an Investment Trends report....

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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. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 4 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago