POWERED BY MOMENTUM MEDIA
INVESTMENT TRENDS
Knowledge Centre
As Sydney and Melbourne comes out of lockdown, here are some reopening trades in the Australian credit market which investors should consider as part of their fixed incom...
Financial planning
Loyalty from advised clients has increased in 2021 with 75% intending to continue their existing adviser relationship, up from 62%, according to Investment Trends....
Financial planning
Online security trading is on the rise thanks to the COVID-19 pandemic and 10% of traders say they intend on investing in digital currencies over the next 12 months, acco...
Financial planning
More trustees are willing to seek professional advice than before the COVID-19 pandemic, but that has not resulted in physical uptake, according to research from Investme...
Financial planning
The most burdensome compliance-related task for advisers are file noting and data collection at the fact-find stage, according to a report. ...
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Funds management
The number of advisers who use exchange traded funds has more than doubled over the last decade, according to BetaShares and Investment Trends. ...
Funds management
New research from Investment Trends has revealed that higher fees and the possibility of lower returns are not significant barriers to ESG investment....
Financial planning
Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....
Financial planning
More high net worth investors say they would value the opinions of financial advisers but few of them have yet taken advice....
Funds management
Up to 12,000 financial planners in Australia are currently using or intend to use managed accounts, according to the joint report from State Street Global Advisors and In...
People & Products
Dr Irene Guiamatsia will replace Recep Peker who will continue to support clients in an advisory capacity....
Financial planning
The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...
Financial planning
As platform migrations and consolidation occur, new data is pointing to a still small but growing number of advisers choosing to use industry funds. ...
Features
A Royal Commission, pandemic and regulatory change have distracted advisers from robo-advice in recent years but Jassmyn Goh finds out if the technology is now finally go...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...