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investment trends
Insurance
Fewer financial planners consider client-related challenges to be significant when it comes to growing insurance advice, according to a report....
Superannuation
Superannuation fund loyalty is on the rise, with members more likely to stay with their fund when they change jobs than previously, although members are reporting that it...
Features and Analysis
Superannuation funds’ adoption of technology for both their internal and external operations has been growing over the last five years. Hannah Wootton looks at what they’...
Financial advice
Only one-third of Australians believe they will reach their retirement goals without the aid of a planner, according to Investment Trends’ Retirement Planner report. ...
Financial advice
Going forward, financial planners must move to a model of radical transparency in order to retain clients and remain relevant....
Features and Analysis
The amount of income needed in retirement is both varied and hard to reach. But, as Hannah Wootton finds, there are choices in both structures and investments that provid...
Superannuation
Super funds across the board are fighting to improve member engagement both with technology and around insurance, while newer funds are finding success with value-based p...
SMSF
Despite 82 per cent of self-managed superannuation funds believing diversification is important, just 54 per cent believe their portfolio is diversified enough, according...
Financial advice
Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...
Superannuation
New research has confirmed that low account balance superannuation fund members are as likely to look to their super fund for retirement income advice as they are to ask ...
SMSF
Self-managed superannuation fund investors are increasing their investment allocation in exchange traded funds and managed funds, as they lean away from direct shares, In...
Superannuation
New research suggests superannuation funds need to help members engage with aged care costs and issues, according to Investment Trends....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...