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INVESTMENT TRENDS
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...
Financial planning
Despite financial planners saying for years that they were planning to increase their provision of aged care advice, they are still struggling to do so, according to Inve...
Financial planning
Self-managed superannuation fund advice offers a huge opportunity for financial planners, with half of all SMSFs reporting unmet advice needs, according to Investment Tre...
Financial planning
New data confirms that the loss of grandfathered commissions hardly compares with the impact of planners losing life/risk commissions....
Financial planning
The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent over the last year, according to the latest research...
Financial planning
Robo-advice is growing in recognition in Australia, with older Australians providing a key opportunity for robo-advice providers, according to Investment Trends....
Funds management
The platform provider said it was pleased with the strong rise in funds under administration in the quarter given a seasonally slow January....
Financial planning
Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...
Financial planning
Financial planners are increasingly specialising, with their focus often times being on clients who are of a similar generation to themselves, according to Investment Tre...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...