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INVESTMENT TRENDS
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 ...
Life/Risk
It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....
Superannuation
Super funds which lose members to SMSFs are unlikely to see them come back....
Financial planning
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
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...
Funds management
Platform flows are improving as the wall of cash breaks down....
Superannuation
While costs may still be a barrier, recent research reveals why more accountants are using platforms within SMSFs. ...
Accounting
Accountants like platforms for ease of use but remain cautious based on their underlying cost....
Financial planning
Dealer services model offers succession plans to more than 700 planners....
Financial planning
The Australian online share trading market appears to have strengthened despite a drop in the overall number of traders....
Financial planning
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
Funds management
Certitude’s latest survey reveals that investors appetite for global assets is increasing in line with performance expectations....
Superannuation
Research reveals a smaller proportion of super fund members intends to leave and set up a self-managed super fund....
Financial planning
Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
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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 ...