INVESTMENT TRENDS

Financial planning

Complex products preventing planners from taking advantage of market upswings....

Superannuation

Asset based fees have dropped by more than 20 per cent as assets plunge, while accountant fees rise on different criteria....

Financial planning

Despite dealer groups developing their own software, major software companies control over half the market....

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Superannuation

One-third of SMSF trustees to focus on buying undervalued assets....

Financial planning

New Investment Trends research has revealed the degree to which confidence in managed funds and financial planners has taken a hit....

Editorial

As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...

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Financial planning

While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...

Financial planning

Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...

Superannuation

Adds ETFs and share options and reduces the length of its Product Disclosure Statement....

Financial planning

The latest Investment Trends Platform report has seen Avanteos named the top platform for the third year in a row, but the research also reveals a platform industry hit h...

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Editorial

Following an index may not be a glamorous investment strategy, but it can offer value and reliability in difficult market conditions....

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Financial planning

Research by Investment Trends revealing surging use of exchange-traded funds (ETFs) by advisers and investors has received support from within the advice sector....

Life/Risk

Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses ...

Financial planning

New Investment Trends research confirms upturn in writing risk....

Financial planning

Shedding funds and even fund managers from their investment menus....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

55 minutes 52 seconds ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 6 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 4 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 7 hours ago