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INVESTMENT TRENDS
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...
Funds management
Retail online investor numbers climbed to a record high in 2017, with improving market sentiment seeing 645,000 Australian place at least one share in 2017, according to ...
Funds management
Financial planners should use an opportunity to get more involved in the exchange traded funds market, according to a joint report by BetaShares and Investment Trends....
Financial planning
New research from Investment Trends has confirmed high demand for planners as people prepare for retirement....
Financial planning
Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...
Financial planning
High fee product manufacturers are going to have to prove their value proposition, according to the latest research from Investment Trends....
Funds management
New research has pointed to the degree to which market uncertainty has created a gold opportunity for fund managers to go direct to investors....
Financial planning
Investment Trends’ latest research shows that consumers increasingly want financial planners to help them achieve their lifestyle, rather than just financial, goals....
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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 ...