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INVESTMENT TRENDS
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...
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....
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
Financial planning
Australians have shown a strong interest in using leverage to invest, according to a study from Investment Trends....
Superannuation
The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...
Financial planning
The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....
Financial planning
Australian investors’ share market return expectations have turned negative for the first time since the global financial crisis, according to Investment Trends....
Features
Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...
Financial planning
Advisers are snubbing their service providers in pursuit of a self-licensed or boutique model, data from Investment Trends shows. ...
Features
Anastasia Santoreneos investigates how much income is really needed for retirement and what strategies can be used before and after retirement to ensure income is sustain...
Financial planning
Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....
Financial planning
Going forward, financial planners must move to a model of radical transparency in order to retain clients and remain relevant....
Financial planning
Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...
Funds management
The number of online investors in equities and ETFs has soared over the last year, with mobile platform functionality being a key driver behind investors’ platform choice...
Funds management
HUB24 has recorded net inflows for FY18 of $2.4b, up 24.1 per cent on the previous corresponding period....
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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,...