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...
While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....
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...
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...
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...
Lack of confidence in financial institutions has pushed clients towards direct investments, according to new research from Investment Trends....
IG Markets and CMC Markets dominate a growing CFD sector....
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...
As direct investments become more popular, with ETFs in particular gaining ground, Janine Mace discovers that for many consumers cash is still king....
Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....
Aviva tops inaugural life insurance benchmarking report but AMP and Macquarie ahead on advice integration....
ETFs finally gaining traction, but few investors seeking financial advice....
With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....
A survey of planners reveals most believe removing commissions will help the industry but not necessarily their own businesses....
High-net-worth (HNW) investors are looking for increased investment opportunities following the global financial crisis (GFC), with exchange traded funds, commodities fun...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...