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INVESTMENT TRENDS
Financial planning
The Financial Planning Association has reminded planners that there is one week left to enrol in the current semester's CFP intake, adding that enrolment numbers continue...
Funds management
Former iShares ETF guru Tim Bradbury will lead a workshop on developing effective ETF strategies and incorporating them into client portfolios at the third instalment of ...
Superannuation
Self-managed super funds (SMSFs) are proving to be a key element in the take-up of ETFs....
Superannuation
The annual Vanguard/Investment Trends Self Managed Super Fund (SMSF) Report has revealed the sector's continued growth, both in terms of the number of fund establishments...
Financial planning
Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....
Financial planning
The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...
Financial planning
Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....
Editorial
While three key global equities markets still face trouble, there has been a major shift in investor behaviour towards this sector. Benjamin Levy reports investors are mo...
Superannuation
The number of exchange-traded funds (ETFs) used by investors is on the rise despite continued market volatility, according to the BetaShares/Investment Trends ETF Report ...
Financial planning
Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....
Financial planning
The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Financial planning
Hot on the heels of the very successful Money Management SMSF workshop in Sydney last month, Money Management will be rolling out two more practitioner workshops in May....
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
Policy & Regulation
Investment Trends' 2011 Planning Software Report has indicated developers tended to consolidate existing functionality in response to FOFA and the GFC in 2011, rather tha...
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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 ...