POWERED BY MOMENTUM MEDIA
INVESTMENT TRENDS
Editorial
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
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
Despite a slight decrease in return expectations, investor sentiment remains on a high, according to a new survey by Investment Trends....
Funds management
New research suggests Aussie investors are increasing their exposure to global equities, but their appetite seems to be moving from East to West. ...
Editorial
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
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....
Financial planning
Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...
Funds management
Latest Investment Trends index reveals a spike in investor sentiment, with concern levels hitting a 40-month low....
Financial planning
The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....
Financial planning
Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...
Funds management
New survey suggests financial planners have reduced allocation to managed funds once again in 2012, though the decline appears to be bottoming out....
Superannuation
With even the largest of SMSF administration firms holding less than 2 per cent of the overall market, the potential for consolidation has become an increasingly hot topi...
Financial planning
Financial planners are increasingly looking to invest in Asia via exposure to luxury goods manufacturing in developed regions, according to Investment Trends....
Financial planning
Excess cash holdings held by planners have grown substantially as investors continue to shy away from volatile markets, according to Investment Trends....
Financial planning
The margin lending industry has recorded a decline of $42 billion from five years ago to $12.7 billion as at September 2012 - but a large number of investors intend to st...
Never miss the latest news and developments in wealth management industry
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 ...