INVESTMENT TRENDS

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....

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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...

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Policy & Regulation

New research reveals the way the banning of commissions and the implementation of FOFA will push up the cost of advice....

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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...

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Financial planning

New research has revealed the extent of the divide between what consumers want to pay for advice and what it really costs....

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Superannuation

New research reveals SMSF trustees remain heavily exposed to cash....

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Superannuation

SMSFs have emerged as an important revenue stream for planners and planning industry support services....

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Financial planning

The financial planning industry has undergone significant change over the last few years. Janine Mace reports on the impact this has had on the financial planning softwar...

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Superannuation

While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....

Financial planning

Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio ser...

Editorial

It is now clear that the failure of many fund managers to appropriately navigate the global financial crisis has caused many investors to question the ultimate value they...

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Superannuation

An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...

Funds management

Lack of confidence in financial institutions has pushed clients towards direct investments, according to new research from Investment Trends....

Financial planning

IG Markets and CMC Markets dominate a growing CFD sector....

Financial planning

New research reveals a dramatic shift away from managed funds towards direct equities and other listed investments, as the effect of increased investor fee aversion and d...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 days 1 hour ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 1 day ago