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INVESTMENT TRENDS
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....
Life/Risk
A new partnership will see Zurich added as the third insurer to netwealth’s LifeWrap facility....
Superannuation
Australian investors believe global markets will rise over the next year and are cooling in their outlooks for the domestic stock market, according to the inaugural Certi...
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
Financial planning
Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...
Funds management
Much of the money currently flowing out of cash is going into managed funds and not into direct equities as previously anticipated, according to BT Financial Group....
Financial planning
Planners will be spoilt for choice as the battle for financial planning software moves from the desktop to the cloud, with new entrant OpenWealth set to launch an online ...
Financial planning
Australian online broking clients are the most loyal in the world, despite mid-ranking levels of satisfaction with their brokers. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...