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INVESTMENT TRENDS
Financial planning
While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...
Financial planning
Despite the shifting regulatory landscape and disruption from major players, only 4% of financial planners intend to stop providing advice in the year ahead, according to...
Financial planning
Since 2007, the number of self-managed super funds using a financial planner has not grown at the same level as the amount of new trustees. ...
Financial planning
Environmental, social, and governance factors and more features from online brokers matter more to investors, according to a report....
People & Products
Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....
Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial planning
New research from Investment Trends suggests robo-advice has not had the cut-through in Australia that many had hoped for but that new products may yet see it gain a bett...
SMSF
Accountants want to expand their role in the self-managed superannuation fund space but have cited their biggest challenges as regulatory related, according to a report....
Funds management
Financial planners who use managed accounts are spending more time on client engagement, compliance and due diligence, according to SSGA. ...
Financial planning
Financial advice can start with one piece and that can build to full advice later as the advice framework fails to lure Australians into receiving full advice, according ...
Financial planning
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Financial planning
More investors are looking to protect their assets and income from market falls and environmental, social, and governance factors are becoming a priority when selecting i...
Financial planning
Research from Investment Trends shows more financial planners and stockbrokers are looking at gearing to invest as a strategy for their clients....
Tech
Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....
Life/Risk
Over half of financial advisers say additional caps or the end of life insurance commissions are their greatest concerns, according to a report....
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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...