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INVESTMENT TRENDS
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...
Financial planning
Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...
People & Products
Darelle Jenkins has been appointed as national manager, AdviserNETgain, effective from February 8....
Financial planning
Research from Investment Trends has found that despite risk advice continuing to be an important part of financial planning practices, revenue from risk remains small in ...
Superannuation
New research has revealed the degree to which the global financial crisis widened the retirement savings gap in Australia, causing people to delay leaving the workforce f...
Editorial
Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....
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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,...