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INVESTMENT TRENDS
Financial planning
A new report from Investment Trends has shown that financial planners are losing active clients in greater numbers than they are attaining them....
Financial planning
New Investment Trends research has revealed that demand for good financial advice has never been higher but planners are struggling to retain clients in an environment wh...
Financial planning
Most planners did not understand smart beta meaning there was an opportunity for education around the investment vehicle, according to Investment Trends....
Superannuation
The number of SMSF trustees with unmet financial advice needs continues to grow in 2017, according to Vanguard/Investment Trends SMSF Reports....
Financial planning
The latest Investment Trends research has revealed that most planners are ready to switch platforms in pursuit of better service and features....
Features
It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...
Features
While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...
Financial planning
Compliance automation was disrupting the comprehensive advice model and was replacing it with single piece advice as clients demanded more efficiency and innovation....
Financial planning
New research confirms that Australians want good advice as they become increasingly uncertain about their retirement....
Financial planning
Meeting planner needs has become an even more intense focus for the highly competitive platform providers, according to Investment Trends....
Features
Accountants remain the most trusted advisers for SMSF clients but with licensing take-up remaining low following the accountants' exemption, what will this mean for SMSF ...
Financial planning
The margin lending industry, which contracted slightly in 2016, is expected to face more headwinds, according to Investment Trends....
Financial planning
Robo-advice is on the rise but the latest research from Investment Trends suggests it will be mostly positive for financial advisers....
Features
Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the av...
Life/Risk
New Investment Trends research has confirmed the Life Insurance Framework has already hit the bottom lines of risk advice practices....
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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 ...