POWERED BY MOMENTUM MEDIA
INVESTMENT TRENDS
Editorial
The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....
Financial planning
Platform providers have invested around $130 million on new developments in 2011, with MLC Wrap and Navigator platforms receiving the highest ranking from financial plann...
Financial planning
Things are not looking up for margin lending as recent data shows the sector was given a cold shoulder by financial planners yet again....
Financial planning
The number of Australians actively trading shares online has increased, despite market returns expectations having collapsed in the second half of 2011, according to Inve...
Financial planning
The number of Australians actively trading shares online has increased, despite market returns expectations having collapsed in the second half of 2011, according to Inve...
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...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...