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INVESTMENT TRENDS
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....
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....
Financial planning
A proposed increase in the superannuation guarantee to 12 per cent by 2019 is slower than Australians would like....
Financial planning
Consolidation is the big news in the financial planning platform industry. Janine Mace looks into how this is affecting the sector....
Financial planning
As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....
Financial planning
Many financial planners are progressively making changes to their business models as they shift towards the high-net-worth (HNW) client segment, according to Investment T...
Financial planning
Xplan and Coin are the two most popular financial planning software providers, according to a new report released by Investment Trends....
Financial planning
While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...
Financial planning
New Investment Trends research reveals who is using what amid a growing trend by planners to write risk and life....
Financial planning
Fund managers, super funds and other financial services organisations still have a long way to go before they rebuild the investor trust they lost during the global finan...
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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...