POWERED BY MOMENTUM MEDIA
INVESTMENT TRENDS
Financial planning
ASIC has released a regulatory guide for contracts for difference (CFD) issuers in order to provide greater disclosure to investors....
Financial planning
Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....
Financial planning
As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...
Financial planning
Some of the industry's largest dealer group leaders have attempted to map an approach to pricing scoped advice, but key cost differences have emerged between the groups....
Financial planning
Ratings house van Eyk points to knowledge as the key ingredient for the successful use of SMAs....
Financial planning
Separately managed accounts (SMAs) play a greater role with planners who recommend them, but the adoption rate appears very slow, according to the new report by Investmen...
Financial planning
Financial planners have indicated platform providers are not delivering well enough on their direct share offerings, with planner satisfaction remaining flat in 2011 acco...
Superannuation
An increase in SMSF gearing enquiries has prompted Multiport to launch a new product....
Superannuation
The number of investors allocating towards exchange-traded funds will increase 35 to 50 per cent in the next two years in the wake of the current proliferation of product...
Funds management
There will be a surge in the number of investors embracing exchange-traded funds in the next two years, since they are increasingly being taken up by financial advisers....
Financial planning
Fixed and asset-based fees can co-exist as adviser remuneration methods as long as each method is used for the appropriate product, according to OneVue chief executive of...
Financial planning
Financial advisers may see the advantages of advising on exchange-traded funds (ETFs), but the increasing popularity of ETFs is being driven by self-directed investors, a...
Financial planning
Platform providers have closed the gap in their service offerings through innovative approaches to model portfolios and client portfolio management tools, according to th...
Superannuation
There is a massive disconnect between the demand for financial advice among super fund members and their willingness to pay for it, according to Investment Trends researc...
Financial planning
New research confirms a growing demand for good advice from Australia's high-net-worth individuals....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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,...