investment trends

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

Why international equities are back in favour

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

Aus Unity PFS to implement direct equity policy

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

Planners see growth appetite bounce back

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

ETF growth continues

The number of investors in exchange-traded funds (ETFs) continues to grow strongly, according to the latest BetaShares/Investment Trends ETF Report....

Funds management

ETF investors lack financial advice

Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...

Editorial

Have platforms reached their use-by date?

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....

Editorial

Advisers turn to platforms for FOFA compliance

As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...

Funds management

Defensive investment products in demand: Investment Trends

A cautious approach to an improving yet still volatile market is causing a boom in beta-oriented and defensive investment products, according to Investment Trends....

Financial planning

Investor sentiment remains high

Despite a slight decrease in return expectations, investor sentiment remains on a high, according to a new survey by Investment Trends....

Funds management

Investors move to global equities

New research suggests Aussie investors are increasing their exposure to global equities, but their appetite seems to be moving from East to West. ...

Editorial

Can Gen X and Y investors save margin lending?

The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...

Financial planning

Platforms reduce spending by $30 million

Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....