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INVESTMENT TRENDS
Life/Risk
Fewer financial planners consider client-related challenges to be significant when it comes to growing insurance advice, according to a report....
Financial planning
HNW investors are increasingly looking to invest in alternative assets to generate stable and predictable yield, according to a report....
Financial planning
New research from Investment Trends has confirmed the degree to which Australians have been turned off financial advisers by the fall-out from the Royal Commission....
Financial planning
Financial planners move from being investment pickers towards asset allocators, according to a report by Investment Trends....
Superannuation
Issues when seeking face-to-face financial advice is the number one unresolved problem most super fund members have when engaging with their funds, with funds’ advice off...
Superannuation
Self-managed superannuation fund members say they want more financial advice, with 315,000 reporting they had unmet advice needs this year, up from 275,000 last year, but...
Features
As future retirees weigh up their options on how to best distribute their post-retirement income, Chris Dastoor finds that annuities offer part of a greater option to mai...
Financial planning
Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends research has also pointed to a consolidating platform marke...
Superannuation
The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....
People & Products
Retirement specialist Milliman and platform provider Advice Intelligence have been recognised by research firm Investment Trends with its Planning Software Innovation Awa...
Financial planning
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
Features
As financial planners increasingly choose the self-licensed path, Anastasia Santoreneos discusses the perks of being licensed under a dealer group with Citadel Wealth’s f...
Financial planning
The adoption of exchange traded funds among financial planners has continued to grow, with more than half of Australian planners now recommending index funds, according t...
People & Products
Financial advisers have rated BT Panorama as the number one investment platform when it comes to online business management features, Investment Trends’ Platform Competit...
Funds management
Rather than being deterred by last year’s fourth quarter, more Australian investors continued to trade, according to Investment Trends’ Online Broking Report....
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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,...