KING LOONG CHOI

Financial planning

More high net worth investors say they would value the opinions of financial advisers but few of them have yet taken advice....

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Financial planning

The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....

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Financial planning

More investors are looking to protect their assets and income from market falls and environmental, social, and governance factors are becoming a priority when selecting i...

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Superannuation

Issues when seeking face-to-face financial advice is the number one unresolved problem most super fund members have when engaging with their funds, with funds’ advice off...

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Superannuation

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

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Financial planning

The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....

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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....

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Financial planning

New research from Investment Trends has confirmed high demand for planners as people prepare for retirement....

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 19 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 21 hours ago