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INVESTMENT TRENDS
Financial planning
As direct investments become more popular, with ETFs in particular gaining ground, Janine Mace discovers that for many consumers cash is still king....
Financial planning
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....
Life/Risk
Aviva tops inaugural life insurance benchmarking report but AMP and Macquarie ahead on advice integration....
Funds management
ETFs finally gaining traction, but few investors seeking financial advice....
Editorial
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....
Financial planning
A survey of planners reveals most believe removing commissions will help the industry but not necessarily their own businesses....
Financial planning
High-net-worth (HNW) investors are looking for increased investment opportunities following the global financial crisis (GFC), with exchange traded funds, commodities fun...
Editorial
As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...
Financial planning
Switching from commissions-based remuneration to flat fees can be a "huge mental shift" for some advisers, but Elixir Consulting managing director Sue Viskovic warns that...
Financial planning
Investment Trends research reveals the industry’s intention to move to asset-based fee-for-service arrangements....
Financial planning
AXA's plans to extend the use of its Wealth.Net platform, which its North product currently sits on, has acted as the catalyst for the ACCC to block a proposed acquisitio...
Financial planning
Trust in Australia's leading financial services brands may not recover as quickly as financial markets following the GFC, according to research conducted by Investment Tr...
Financial planning
The latest Investment Trends Planning Software Report has revealed the emergence of a keen focus on planner productivity, with Xplan topping the rankings....
Financial planning
Investment Trends names Navigator leading platform in a year marked by intense investment in specific improvements....
Financial planning
BT Wrap has upgraded its platform to better service advisers wishing to invest in direct equities and exchange traded funds, with Chris Freeman saying the changes were in...
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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...