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INVESTMENT TRENDS
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...
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Financial planning
Research suggests fewer Australians use financial planners, but remaining clients are happier....
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
Financial planning
Investor concern levels have fallen in September and October, but new research suggests this might not necessarily translate to good news, according to Investment Trends ...
Financial planning
The long-anticipated rise in revenue coming from the self-managed super fund (SMSF) client base is not happening just yet for financial planners, according to new researc...
Superannuation
Sentiment among SMSF investors has improved, although the urge to hold and accumulate cash remains high....
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
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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...