INVESTMENT TRENDS

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. ...

image
Financial planning

New research shows financial planners’ return expectations are up for the first time in four years, reflecting an increase in investor sentiment....

image
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...

image
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...

image
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....

image
Financial planning

The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....

image
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 ...

image
Superannuation

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

image
Life/Risk

It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....

image
Superannuation

Super funds which lose members to SMSFs are unlikely to see them come back....

image
Financial planning

Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....

image
Funds management

Contracts for difference (CFD) trading remains popular among local investors, with Australia recording the second-highest adoption rate of CFDs when compared to Singapore...

image
Funds management

Platform flows are improving as the wall of cash breaks down....

image
Superannuation

While costs may still be a barrier, recent research reveals why more accountants are using platforms within SMSFs. ...

image
Accounting

Accountants like platforms for ease of use but remain cautious based on their underlying cost....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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