investment trends

Financial planning

Reputation king in booming margin loan market

Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....

Superannuation

Labor calls for tougher rules on SMSFs

The Federal Opposition is calling for tougher regulation and clearer disclosure of SMSFs following the release of ATO figures on asset values and fees charged in SMSF acc...

Superannuation

Planners to cash in on SMSFs

Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...

Financial planning

Client confidence in planners increasing

Clients of financial planners are investing more of their assets according to their planner’s recommendations, with 88 per cent rating the overall quality of the service ...

Financial planning

Coin endorsed by planners

Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...

Superannuation

SMSF operators more proactive than reactive: survey

Product designers will welcome a survey’s discovery that most people establish self-managed superannuation funds for greater control of their investments, rather than for...

Financial planning

Advisers demand more from research houses

Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...

Financial planning

International surge lets growth get one over value

In a complete reversal of prevailing investment trends, international shares are on the rebound and growth managers have come back against value managers, according to th...