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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....
People & Products
BT’s flagship platform, BT Panorama, is the highest-rated platform among financial advisers for its mobile access and app, according to Investment Trends. ...
Financial planning
New research has suggested that planners badly want better tools and that platforms and planning software providers should be collaborating to deliver the appropriate out...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...