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WEALTH INSIGHTS
Financial planning
Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?...
Features
Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...
Financial planning
Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....
Financial planning
The latest Wealth Insights data has revealed a slump in adviser sentiment to levels not seen since 2012....
Financial planning
Market uncertainty and declining investor sentiment has created gloom amongst many Australian financial planners....
Financial planning
New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....
Editorial
With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...
Financial planning
A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...
Financial planning
Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....
Financial planning
New Wealth Insights research confirms planners remain generally upbeat....
Financial planning
New wealth insights data confirms planner sentiment has been rising on the back improved investor sentiment....
Financial planning
Plannner sentiment has risen to pre-GFC highs following the election of a Coalition Government....
Financial planning
Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....
Funds management
New FSC analysis confirms weakening sentiment around Australian equities in fully priced market....
Financial planning
Australian financial advisers appear to be sensing broader community negativity about the general outlook for the economy, according to the latest sentiment data released...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....