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INVESTMENT TRENDS
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....
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....
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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...