INVESTMENT TRENDS

Financial planning

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

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Superannuation

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

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Editorial

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...

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Editorial

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

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Financial planning

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

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Financial planning

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 ...

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Financial planning

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

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Life/Risk

New Investment Trends research confirms life/risk has grown in importance in the planner revenue equation....

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Financial planning

BetaShares has claimed greater penetration into the advice space for its exchange-traded fund products....

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Financial planning

The rise of scaled advice and fee-for-service models ahead of the start of the Future of Financial Advice legislation has made the need to lower advice costs even more im...

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Financial planning

Amid uncertainty from financial advisers towards exchange-traded funds (ETFs), BetaShares has expanded its distribution coverage across 19 dealer groups and nine platform...

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Financial planning

The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....

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Financial planning

The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....

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Financial planning

Smartphones and tablet devices have become increasingly popular in online share trading, with almost half of frequent traders going mobile, according to Investment Trends...

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Financial planning

New research suggests financial planners have once again cut the amount charged for advice in a bid to maintain or increase business profitability....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago