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INVESTMENT TRENDS
Financial planning
Financial planners have continued to steer clear of growth assets while more than doubling their portfolio allocation to term deposits in the past year....
Policy & Regulation
Members of the Financial Planning Association are more prepared to meet the changes required by the Government's Future of Financial Advice changes....
Life/Risk
Financial planner satisfaction with life insurers remains high but some are looking for alternatives, according to the Investment Trends 2011 Planner Risk Report....
Financial planning
Financial planners working in bank branches are less satisfied with their support system than those working for independent or even institutionally-owned dealer groups, a...
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Superannuation
New research underscores the degree to which planners can leverage off interest in SMSFs....
Financial planning
Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...
Superannuation
Recent SMSF growth highlights the need for more specialised adviser training in the sector, according to Vanguard's Robin Bowerman....
Superannuation
While recent research into the investment trends of SMSFs indicate that exchange traded funds (ETFs) are growing in popularity, for Graeme Colley, superannuation strategy...
Financial planning
The technology surrounding simple advice has been the focus of both financial planners and software developers in the last 12 to 18 months, according to Investment Trends...
Superannuation
Investors are turning to their superannuation funds for help and direction as a third successive year of volatility and poor returns hits their livelihoods, with retirees...
Superannuation
Investors are turning to their superannuation funds for help and direction as a third successive year of volatility and poor returns hits their livelihoods, with retirees...
Financial planning
CommSec dominates the online trading market as recent volatility fails to dampen demand....
Financial planning
The availability of superannuation-based versions of separately managed accounts (SMAs) will drive continued adviser interest in the SMA market, according to BlackRock....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...