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INVESTMENT TRENDS
Superannuation
The overall number of SMSF trustees with unmet advice needs reached the highest level observed, according to Vanguard and Investment Trends....
Financial planning
Retail participation in the contracts for difference market had decreased by 14 per cent despite volatility, demonstrating the need for education from providers....
Financial planning
New research from Investment Trends reveals planners are more willing than ever to switch both platforms and planning software in the pursuit of better outcomes....
Accounting
Less than half of all accountants who intend on operating under a full or limited AFSL have met the licencing requirement to provide SMSF advice, despite the looming dead...
Financial planning
Too many Australians are choosing not to use advisers when making and activating financial decisions, and robo-advice could prove to be an effective bridge, according to ...
Financial planning
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
Features
Video advice takes off, older Australians take up phone-based advice, and more people want comprehensive advice instead of scaled, Jessica Amir finds. ...
Financial planning
The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....
Financial planning
Younger Australians are more open to getting advice than any other age group and they want to receive it online, a report reveals. ...
Funds management
Australia’s ETF sector is set to continue to grow at a rapid pace over the coming year, research reveals....
Financial planning
The number of people intending to place their first FX trade in the next 12 months climbed by 60 per cent, compared to the previous year, according to Investment Trends....
Funds management
Innovations by Australian online brokers are proving successful, with investor numbers rising and switching between brokers in decline....
Financial planning
Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...
Tools & guides
Planner allocation to fixed income has declined year-on-year since 2012, but Malavika Santhebennur asks if market volatility and a turbulent share market will force them ...
Financial planning
More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....
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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 ...