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...

Research suggests fewer Australians use financial planners, but remaining clients are happier....

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 ...

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 ...

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...

Sentiment among SMSF investors has improved, although the urge to hold and accumulate cash remains high....

With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....

Australian investors remain pessimistic about the prospect of full market recovery, with their concern levels rising while return expectations are decreasing....

Information on fees is the largest member knowledge gap across all kinds of super funds, according to Investment Trends research commissioned by QSuper....

The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...

With Baby Boomers starting to enter retirement, there is a growing realisation that retirement incomes products are insufficient and in need of an overhaul....

MLC chief executive Steve Tucker has outlined a 'direct-to-customer' plan, while assuring financial advisers they will still 'own' their clients....

If technology providers can come to the table, the provision of scaled advice may soon take the form of a 'co-browsing' function designed to better engage clients in the ...

FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....