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INVESTMENT TRENDS
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. ...
Financial planning
Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...
Editorial
Investing in equities offshore has for the past few years been a quick way to add some negatives to a balance sheet, and even the most hardened investors found the going ...
Funds management
Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...
Financial planning
With investment concern levels dropping to their lowest point in over three years, new data shows both planner and investor appetite for growth assets has bounced back. ...
Superannuation
The number of investors in exchange-traded funds (ETFs) continues to grow strongly, according to the latest BetaShares/Investment Trends ETF Report....
Funds management
Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...
Editorial
Many advisers feel it’s time the investment train pulled away from the platform, but what sort of ride are they in for? Benjamin Levy reports....
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MARKET INSIGHTS
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 ...