POWERED BY MOMENTUM MEDIA
INVESTMENT TRENDS
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...
Financial planning
Changes to the way the financial services industry operates are keeping the master trust and platform sector on its toes, says Janine Mace....
Financial planning
Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...
Policy & Regulation
New research reveals the way the banning of commissions and the implementation of FOFA will push up the cost of advice....
Financial planning
Financial Planning Association chief Mark Rantall has warned against the pricing pressures created by “over regulation”, resulting in an inflation of the cost...
Financial planning
New research has revealed the extent of the divide between what consumers want to pay for advice and what it really costs....
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,...