In the news

Class launches 2024 Annual Benchmark Report

Staff Writer

Welcome to Firstlinks Edition 578

Staff Writer

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN

HNW investors hold $3.4tn and 58% need more advice

Keith Ford

Mind the gap: Super funds key pillar of support in both retirement expectations and reality

Staff Writer

Retirement funding sources to evolve

Todd Wills

Super the only certain equation for most retirees

Mike Taylor

Growing interest in private markets presents new opportunities for advisers

Maja Garaca Djurdjevic

Advisers key as high-net-worth investors surge into private markets

Maja Garaca Djurdjevic

Pre-retirees expect less reliance on Age Pension: Investment Trends

KARREN VERGARA

Skyrocketing fees and red tape push financial planning out of reach

John Beveridge

Inability to access advice significantly impacting Australian retirees

Shy-ann Arkinstall

Pre-retirees’ income expectations differ from retirement funding reality

Beata Kuczynska

HNW investors increasingly eye private markets

Staff Writer

Rapid HNW expansion poses ‘significant’ advice opportunity

Jasmine Siljic

Rising HNW numbers fuel need for specialist advice

Jamie Williamson

Joint media release with IFS and Iress

Staff Writer

How can advisers mitigate wealth transfer concerns?

Jasmine Siljic

What’s right for your practice?

ROBERT TALEVSKI

How many clients are advisers really servicing?

Keith Ford

FMPS:24: “Attacking Challenges in Fragmentation Is the Name of the Game”

Staff Writer

Exclusive: Aussie Retail Industry Deep Dive

Jeff Patterson

‘Doing it themselves’: How advice firms are bridging the advice gap with technology

Shy-ann Arkinstall

The ‘recipe for success’ of highly profitable advice firms

Jasmine Siljic

Advisers deterred by strict APLs at large licensees

Laura Dew

HUB24’s Alcock on winning the platform race

Laura Dew

Industry steps up investment risk as recession fears ease

Staff Writer

Insurance investment managers less risk averse

Staff Writer

Australian insurers bet big on investment risks as inflation fears fade

Roxanne Libatique

Navigating the risks of retirement

Justine Marquet

Transformation in the APAC Trading Sphere and Beyond

Jeff Patterson

Insignia expands SMA platform offering

Shy-ann Arkinstall

How much do Aussies pay for financial advice?

Lachlan Buur-Jensen

eToro Review: Taking the bull run by the horns

Richard Berry

Fee increases costing advisers clients: report

Keeli Cambourne

The pros and cons of taking the DIY super route

Tony Kaye

Bridging the gap with a ‘spectrum’ of advisers

Shy-ann Arkinstall

‘Quality over quantity’: Average number of clients drops below 100

Shy-ann Arkinstall

Adviser fee hikes drive client attrition, boost profit margins

Staff Writer

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA

Vanguard sees HNWIs gravitating towards ETFs

Jasmine Siljic

Advisers shed clients but maintain profitability with rising fees

Chris Dastoor

Quality over quantity: Advisers servicing fewer clients

Jasmine Siljic

The scalability benefits of managed accounts

Jasmine Siljic

SMSF trustees drift from advice towards accountants and… the internet

Tahn Sharpe

Technical content and workshops take centre stage at Technical Summit

Staff Writer

‘Obstacles to scalability’: Using managed accounts to spend more time with clients

Keith Ford

‘This isn’t dating, it’s a marriage’: Choosing the right investment provider

Jasmine Siljic

The 500k gap between the best and the average

Chris Dastoor

ATO ‘difficulties’ a challenge for SMSF professionals and trustees

Keeli Cambourne

ATO ‘difficulties’ a challenge for SMSF professionals and trustees

Staff Writer

SMSFs thrive amid ATO compliance complications

MATTHEW WAI

SMSF specialists increase profitability

Jason Spits

ATO ‘difficulties’ a challenge for advisers working with SMSFs

Keeli Cambourne

INFO 274 change having no impact

Darin Tyson-Chan

Young Australian investors upbeat about their financial prospects

What is an ETF?

Cameron Gleeson

Insourcer or outsourcer: Which type of adviser are you?

Jasmine Siljic

Wealthy Investors Pursue Higher Returns Amid Risk

Hazle Jakubowski

High-net-worth investors seek enhanced returns in a risky world

Staff Writer

Young, bullish online investors drive trading: Survey

KARREN VERGARA

New investor wave driven by younger participants

Jasmine Siljic

Client aids for regulations wanted

Darin Tyson-Chan

Surge in online investing driven by young investors and bullish sentiment

Staff Writer

Advisers keen to plug in AI

Staff Writer

Funds successfully align products with retirees’ needs, yet gaps persist

Rhea Nath

Advisers are the secret weapon to member retention

Chris Dastoor

Adviser numbers stabilise, reflecting positive market outlook: 2024 Adviser Product and Marketing Needs Report

Staff Writer

ETFs trump active managed funds in core portfolios

KARREN VERGARA

Adviser numbers stabilise, a positive sign for the profession: Report

Shy-ann Arkinstall

Advisers to boost tech spend as AI, cyber interest piqued

Patrick Buncsi

Our Pick Of The Best ETFs For Australian Investors In 2024

Sophie Venz

Advisers looking to spend more on tech stacks: Report

Shy-ann Arkinstall

Div 296 tax most impactful change

Darin Tyson-Chan

Investment Trends research helps trustees address APRA’s call for enhanced super fund strategies

Staff Writer

Surge in AI adoption and cybersecurity focus transforms adviser technology landscape

Staff Writer

Advisers encouraged to embrace AI

ELIZA BAVIN

How much do advice practices spend on tech?

Jasmine Siljic

Say hi to AI: Outsourcing inevitable as support staff shrinkage continues

Beata Kuczynska

Investment Trends research to come under the microscope at Technical Summit

Staff Writer

Number of Active Leveraged Traders in the UK Is on Decline, but More Continues Trading

Staff Writer

Italian Traders Flex Muscles in FX/CFD Market with Highest Portfolio Size and Margins

Damian Chmiel

Australia:Big pool of 2.6m Aussies without health insurance express interest in buying cover

Staff Writer

Lack of advisers a ‘concern’ for SMSF sector: FAAA

Keeli Cambourne

Compliance focus impacts wind-ups

Darin Tyson-Chan

More entrants can curb unadvised SMSFs

Todd Wills

Significant opportunity for insurers to engage 2.6 million interested Australians without health coverage, new report reveals

Staff Writer

Industry underinvestment has caused productivity losses

Chris Dastoor

The evolving adviser-BDM relationship

Jasmine Siljic

Which stocks are rising in popularity among self-managed superannuation investors?

Bronwyn Allen

Word-of-Mouth Drives Client Acquisition in UAE’s FX/CFD Trading Market

Damian Chmiel

Why more ASX investors are flocking to ETFs

Adam De Sanctis

Netwealth Elevates Back-Office with Private AI from Appian

Staff Writer

New funds keen on crypto and cash

Jason Spits

Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

Staff Writer

DASH launches HealthyMeWise to complement its Digital Advice Solution

Staff Writer

ETFs dominate client portfolios: Study

KARREN VERGARA

DASH partners to improve client well-being and access to advice

Shy-ann Arkinstall

How platform and service innovation will fuel future of advice

Matt Rady

What’s behind the 146pc growth in managed accounts?

Nina Hendy

SMSF member longevity risk concern low

Jason Spits

Adviser AI tool hits the market

Jasmine Siljic

Home > Superannuation > Industry funds outflows to SMSFs double Industry funds outflows to SMSFs double

Mike Taylor

$250,000 threshold for member moves

Jason Spits

Investment Trends report highlights key drivers of member engagement and service needs

Staff Writer

Why a growing number of trustees are switching to ETFs and managed funds.

Staff Writer

Super fund engagement peaks among members with $250k+ balances: Report

Andrew Mckean

Younger SMSF trustees driving ETF investment

Keeli Cambourne

Australians feel ill-prepared for retirement, one cohort is an exception.

Shani Jayamanne

Online advice driving new set-ups

Jason Spits

Welcome to Firstlinks Edition 561

Staff Writer

SMSF trustees more confident about their retirement: report

Keeli Cambourne

Consumer Duty Impacted 85% of The UK Advisers, Study Shows

Staff Writer

SMSF members confident in retirement

Jason Spits

SMSFs’ use of advisers plummets: Research

Andrew Mckean

SMSFs accessing advice falls to six-year low: Report

Keeli Cambourne

ETFs and managed funds compete with property in SMSF allocations

Chris Dastoor

Advised SMSFs hit all-time low

Jason Spits

Private markets demand cools: bfinance

KARREN VERGARA

Why ‘Roaring Kitty’ is the poster child for next-generation investors

Marcus Ashworth

Claims processes, branding flagged as key issues for industry

Staff Writer

Only 12% of advisers rate main platform as ‘very good’

Darius McQuaid

Paulina Duran joins Capital Brief as Overnight Editor

Pragadish Kirubakaran

Younger generations are boosting the ranks of Aussie investors

James Thornhill

ADVICE, WEALTH AND SUPER REWIRED 2024 previously Platforms, Wraps and Advice Technology

Staff Writer

BT Panorama managed accounts now exceed 400, diversified and ESG options added

Staff Writer

MLC Asset Management, Managed Account Strategies reach $2 billion

Staff Writer

MLC managed account strategies surpass $2bn FUM

Jasmine Siljic

Which super funds offer income for life?

Barbara Drury

State Street Risk-Based ETF Model Portfolios now accessible through Netwealth

Staff Writer

Brand strength ‘decisive factor’ in life insurance decisions

Keith Ford

AMP Advice launches Australia-first solution for democratising access to managed portfolios

Staff Writer

AMP launches ‘unique’ managed portfolio solutions

Shy-ann Arkinstall

AMP Advice launches tailored managed portfolio range

Jasmine Siljic

Life insurance in Australia: Brand trust and digital innovation key amidst financial security debate

Staff Writer

Aussies underestimate life insurance’s importance: Investment Trends

Andrew Mckean

Reframing insurance as an investment in financial security

Chris Dastoor

Brand trumps advice for life insurers

Mike Taylor

AMP expands North range with diversified index managed portfolios

Laura Dew

North expands Platform offering with launch of low-cost Diversified Index Managed Portfolio range

Staff Writer

Vanguard makes ‘significant expansion’ of managed accounts

Jasmine Siljic

Vanguard adds managed accounts to HUB24, Netwealth platforms

Vanguard adds managed accounts to HUB24, Netwealth platforms

HUB24 hits $100bn milestone

KARREN VERGARA

Solving the advice gap challenge

Ben Walsh

The salary boom for intermediary BDMs

Jasmine Siljic

Client satisfaction drives service evolution

Sharyn Baker

Hong Kong’s Investor Base Shrinks to 840,000, Study Finds

Damian Chmiel

AustralianSuper hires data strategy lead

ELIZABETH FRY

SELF-MANAGED SUPER FUND (SMSF)

Staff Writer

Managed accounts attract record high per cent of new funds under advice

Staff Writer

More than half of advisers utilising managed accounts

Shy-ann Arkinstall

Three-quarters of advisers expected to use managed accounts

Laura Dew

Investors are piling into managed accounts

Sean

North’s managed portfolios surpass $14 billion AUM milestone

Yasmine Masi

North managed portfolios top $14 billion AUM as further enhancements rolled out for advisers and clients

Staff Writer

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN

Managed accounts take-up plateaus but assets surge

Simon Hoyle

The ‘platforms race’ grabs the attention of fund managers

Rhea Nath

FAAA Mackay Chapter Professional Development Lunch Event

Staff Writer

How much would unadvised Aussies pay for advice?

Jasmine Siljic

The price is right: Advisers reveal how they calculate fees

Nina Hendy

Consumers only want to pay $800 for advice

Mike Taylor

Cost remains the number one barrier preventing everyday Australians with advice gaps from getting professional assistance

Staff Writer

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN

Retirement advice – how much are we willing to pay?

Andrew Gigacz

Advice seen as valuable but costly

Jason Spits

1.3m Australians seeking advice, cost still a barrier

Keith Ford

Which wealth platform saw the highest FUA growth in 1H24?

Keith Ford

Self-managed super fund (SMSF)

Staff Writer

Managed accounts on the rise among advisers

Shy-ann Arkinstall

Australians willing to pay $800 for retirement income advice

Chris Dastoor

Provident Advisory launches managed accounts on BT Panorama

Lisa Parrett

Former Investment Trends CEO joins Netwealth

Laura Dew

Managed accounts see 50% rise in adviser usage

Laura Dew

Platform providers look for a target segment but functionality often suits all

Chris Dastoor

Social trading: Friend or foe in your Lunar New Year quest for fortune?

Jun Rong Yeap

Praemium announces profit, $20m acquisition

Keith Ford

Rest details advice plan: Digital tool accompanied by ‘phone-based’ advisers

Maja Garaca Djurdjevic

What Do Managed Accounts And Taylor Swift Have In Common?

Staff Writer

Fund to introduce digital advice offering, ‘phone-based’ advisers

Maja Garaca Djurdjevic

Little to separate HUB24 and Netwealth

Chris Dastoor

HUB24 again claims top spot in platform rating

Shy-ann Arkinstall

FAAA Mackay Chapter Professional Development Lunch Event

Staff Writer

HUB24 and Netwealth still top platform rankings HUB24 and Netwealth still top platform rankings

Mike Taylor

HUB24 v Netwealth: Which platform has won first place?

Jasmine Siljic

Investment Trends ranks top five platforms

Andrew Mckean

Sentiment reverses as appetite heats up for global ETFs

Jasmine Siljic

HUB24 remains top adviser platform: Investment Trends

Staff Writer

Online investment dives as novice investors shy away from platforms

Staff Writer

Betashares to capitalise on growing popularity of international equities

Maja Garaca Djurdjevic

Boutique investment manager launches online solution

Jasmine Siljic

Boutique AM unveils ‘easy-to-use, low-cost’ online wealth portal

Patrick Buncsi

Online investor participation declines

Andrew Mckean

Online investors need education and advisers can help

Keith Ford

Online investor numbers decline amid int. equities rejuvenation

Yasmine Masi

Break out the shades – the future’s so bright

Simon Hoyle

Betashares’ flagship ETFs surpass $4bn FUM

Jasmine Siljic

Betashares flagship equities ETFs each pass $4 billion in assets

Staff Writer

Betashares equities ETFs exceed $4b in FUM

Yasmine Masi

Betashares leads Australian ETF net flows

Andrew Mckean

Australians want advice and see super as the best way to pay for it

Staff Writer

Advice funded by super supported

Todd Wills

12 ETF ideas for 2024

Patrick Poke

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS

Retiring soon? Here are 5 questions you need to answer first

Barbara Drury

Best Spread Betting Platforms UK 2024

Will Fenton

Betashares Australian ETF Review: End year 2023

Staff Writer

Best Forex Trading Apps in the UK January 2024

Adam Jarfjord

Home > Funds Management > ETF investment inflows hit new record in 2023, as unlisted funds tank ETF investment inflows hit new record in 2023, as unlisted funds tank

Patrick Buncsi

ETF playbook: 12 ETF ideas for 2024

Patrick Poke

Ethical ETFs AUM surges in 2023: Betashares

RACHEL ALEMBAKIS

Fearless debtors approach retirement with big loans

John Beveridge

AMP’s Jigsaw sees service refurb

Yasmine Masi

AMP adds solutions for self-licensed advisers

Keith Ford

AMP doubles down on self-licensee support services

Jasmine Siljic

Investment Trends acknowledges the Government’s response to the Quality of Advice Review

Staff Writer

The reforms that our retirement system needs

Andrew Gale, Stephen Huppert

Welcome to Firstlinks Edition 539 with weekend update

Staff Writer

Why is self-licensing an attractive option?

Keith Ford

Why 2024 is the year of digital advice traction

Staff Writer

Rising retiree debt underscores the need for financial advice

Jasmine Siljic

Evolving the private wealth advice model to support UHNW investors’ needs

Staff Writer

Impact of debt on retiree confidence a mixed bag

Chloe Walker

Cost-of-living crisis sidelines ESG investment

Jasmine Siljic

FP Markets secures forex license in Kenya

Staff Writer

Super fund advice could spark surge in full-service clients

Keith Ford

Rising trend: 2 million Australians embrace ETFs

Annabelle Dickson

CPD: The most significant retirement risk of them all

Staff Writer

Trading platforms look to entice new investors as COVID boom fades

John Collette

Government hesitant on accountants inclusion in financial advice

Maja Garaca Djurdjevic

HUB24 launches whitepaper to support advice proposition for HNW clients

Staff Writer

Retirement reimagined as Australian optimism meets inflation worries in 2023 super fund insights

Staff Writer

HNWs care more about goals than about complex investments

Chris Dastoor

Two sides to the retirement confidence coin

Jasmine Siljic

CPD: Financial Advice Regulatory Digest – through a consumer protection lens

Staff Writer

HNW advisers reveal, solving complexity is top motivation for client engagement

Maja Garaca Djurdjevic

Australians lack information about retirement income options – TAL

Roxanne Libatique

Aware takes bold stand for broader fund advice

Keith Ford

PPS Mutual raises concern about signs of stress for accounting workforce

Roxanne Libatique

New research reveals most Australians are uncertain about their financial options for retirement

Staff Writer

Directing the matrix: Meeting the advice needs of high net worth clients

Two sides to the retirement confidence coin

Jasmine Siljic

More retirees expect savings to outlast their lives

Mike Taylor

Shares Jump on Strategic Refocus and Guidance Upgrade

Charles Ormond

Majority unaware of retirement options

Todd Wills

The number of Aussie ETF investors to pass 2m in 2023

Oksana Patron

Number of Australian ETF investors passes two million for the first time

Staff Writer

How machine learning can improve adviser efficiency

Keith Ford

Over half of Australians unsure of their retirement options: Research

Staff Writer

Responsible investing embraced by financial advisers

Jasmine Siljic

‘Higher for longer’ prompts flight to fixed income by advisers

Laura Dew

Advisers want one thing above all else from their fund managers: Report

Tahn Sharpe

Advisers favour conservative approach in high interest rate environment

Keith Ford

Advisers turning to cash, fixed income: Data

Chloe Walker

Advisers face into uncertainty via fixed interest and cash

Mike Taylor

Advisers embrace cash and fixed income amid historically fast interest rate hike: 2023 Adviser Product & Marketing Needs Report

Staff Writer

Greenwashing a barrier to responsible investment uptake

RACHEL ALEMBAKIS

Australian insurers take cautious investment approach in light of high inflation and rising interest rates

Phoebe Shields