INVESTMENT TRENDS

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 ...

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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....

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Financial planning

Ratings house van Eyk points to knowledge as the key ingredient for the successful use of SMAs....

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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...

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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...

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Superannuation

An increase in SMSF gearing enquiries has prompted Multiport to launch a new product....

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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...

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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...

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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...

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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...

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Financial planning

New research confirms a growing demand for good advice from Australia's high-net-worth individuals....

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Financial planning

Most financial planners typically expect Australian shares to return around 10 per cent excluding dividends over the course of 2011, according to research by Investment T...

Financial planning

Smaller and lower-cost brokers were responsible for increased competition in the online broking space in the second half of 2010, according to Investment Trends research....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 6 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago