INVESTMENT TRENDS

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....

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Financial planning

Financial planners move from being investment pickers towards asset allocators, according to a report by Investment Trends....

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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...

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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...

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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...

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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...

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Superannuation

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

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People & Products

Retirement specialist Milliman and platform provider Advice Intelligence have been recognised by research firm Investment Trends with its Planning Software Innovation Awa...

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Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

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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...

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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...

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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...

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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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Financial planning

The number of Australian women investing online has doubled from 76,000 to 150,000 over the last five years, with women showing particular interest in exchange traded fun...

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Financial planning

Investors on average expect the All Ordinaries Index to grow by +0.3 per cent over the next few months, according to Investment Trends....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago