In the news

Investment Trends in the media

Explore the latest media headlines featuring key findings from a range of the Investment Trends research reports.

Investment Trends

SELF-MANAGED SUPER FUND (SMSF)

Finassure

March 25, 2024

Staff Writer

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

Adviser Voice

March 18, 2024

Staff Writer

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More than half of advisers utilising managed accounts

IFA

March 18, 2024

Shy-ann Arkinstall

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Three-quarters of advisers expected to use managed accounts

Money Management

March 18, 2024

Laura Dew

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Investors are piling into managed accounts

Townsville News

March 15, 2024

Sean

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North’s managed portfolios surpass $14 billion AUM milestone

Financial Newswire

March 15, 2024

Yasmine Masi

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

Adviser Voice

March 15, 2024

Staff Writer

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Advisers flock to managed accounts, but are very selective

Financial Standard

March 15, 2024

ELIZA BAVIN

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Managed accounts take-up plateaus but assets surge

Professional Planner

March 15, 2024

Simon Hoyle

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The ‘platforms race’ grabs the attention of fund managers

IFA

March 12, 2024

Rhea Nath

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FAAA Mackay Chapter Professional Development Lunch Event

Adviser Voice

March 11, 2024

Staff Writer

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How much would unadvised Aussies pay for advice?

Money Management

March 11, 2024

Jasmine Siljic

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The price is right: Advisers reveal how they calculate fees

Professional Planner

March 11, 2024

Nina Hendy

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Consumers only want to pay $800 for advice

Financial Newswire

March 8, 2024

Mike Taylor

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

Adviser Voice

March 8, 2024

Staff Writer

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Unmet financial advice needs affect millions in Australia

Financial Standard

March 8, 2024

ANDREW MCKEAN

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Retirement advice – how much are we willing to pay?

Your Life Choices

March 8, 2024

Andrew Gigacz

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Advice seen as valuable but costly

Self Managed Super Magazine

March 7, 2024

Jason Spits

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1.3m Australians seeking advice, cost still a barrier

IFA

March 7, 2024

Keith Ford

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

Money Management

March 6, 2024

Keith Ford

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Self-managed super fund (SMSF)

Strive Wealth

March 5, 2024

Staff Writer

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Managed accounts on the rise among advisers

IFA

March 5, 2024

Shy-ann Arkinstall

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Australians willing to pay $800 for retirement income advice

Professional Planner

March 5, 2024

Chris Dastoor

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Provident Advisory launches managed accounts on BT Panorama

BT

February 29, 2024

Lisa Parrett

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Former Investment Trends CEO joins Netwealth

Money Management

February 29, 2024

Laura Dew

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Managed accounts see 50% rise in adviser usage

Money Management

February 27, 2024

Laura Dew

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

Professional Planner

February 27, 2024

Chris Dastoor

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

E27

February 26, 2024

Jun Rong Yeap

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Praemium announces profit, $20m acquisition

IFA

February 26, 2024

Keith Ford

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

Money Management

February 21, 2024

Maja Garaca Djurdjevic

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What Do Managed Accounts And Taylor Swift Have In Common?

Adviser Ratings

February 21, 2024

Staff Writer

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

IFA

February 21, 2024

Maja Garaca Djurdjevic

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Little to separate HUB24 and Netwealth

Professional Planner

February 20, 2024

Chris Dastoor

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HUB24 again claims top spot in platform rating

IFA

February 19, 2024

Shy-ann Arkinstall

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FAAA Mackay Chapter Professional Development Lunch Event

Adviser Voice

February 17, 2024

Staff Writer

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

Financial Newswire

February 16, 2024

Mike Taylor

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HUB24 v Netwealth: Which platform has won first place?

Money Management

February 16, 2024

Jasmine Siljic

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Investment Trends ranks top five platforms

Financial Standard

February 15, 2024

Andrew Mckean

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Sentiment reverses as appetite heats up for global ETFs

Money Management

February 15, 2024

Jasmine Siljic

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HUB24 remains top adviser platform: Investment Trends

Professional Planner

February 15, 2024

Staff Writer

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Online investment dives as novice investors shy away from platforms

Inside Adviser

February 8, 2024

Staff Writer

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Betashares to capitalise on growing popularity of international equities

Investor Daily

February 8, 2024

Maja Garaca Djurdjevic

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Boutique investment manager launches online solution

Money Management

February 8, 2024

Jasmine Siljic

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

Financial Newswire

February 7, 2024

Patrick Buncsi

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Online investor participation declines

Financial Standard

February 7, 2024

Andrew Mckean

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Online investors need education and advisers can help

IFA

February 7, 2024

Keith Ford

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Online investor numbers decline amid int. equities rejuvenation

Financial Newswire

February 6, 2024

Yasmine Masi

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Break out the shades – the future’s so bright

Professional Planner

January 30, 2024

Simon Hoyle

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Betashares’ flagship ETFs surpass $4bn FUM

Money Management

January 29, 2024

Jasmine Siljic

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Betashares flagship equities ETFs each pass $4 billion in assets

Adviser Voice

January 29, 2024

Staff Writer

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Betashares equities ETFs exceed $4b in FUM

Financial Newswire

January 29, 2024

Yasmine Masi

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Betashares leads Australian ETF net flows

Financial Standard

January 25, 2024

Andrew Mckean

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

Adviser Voice

January 24, 2024

Staff Writer

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Advice funded by super supported

Self Managed Super Magazine

January 23, 2024

Todd Wills

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12 ETF ideas for 2024

Rask Media

January 23, 2024

Patrick Poke

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Ethical ETF assets surge in 2023: Analysis

Financial Standard

January 22, 2024

RACHEL ALEMBAKIS

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

Super Guide

January 22, 2024

Barbara Drury

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Best Spread Betting Platforms UK 2024

Sterling Savvy

January 18, 2024

Will Fenton

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Betashares Australian ETF Review: End year 2023

Adviser Voice

January 18, 2024

Staff Writer

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Best Forex Trading Apps in the UK January 2024

Trading Guide

January 17, 2024

Adam Jarfjord

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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

Financial Newswire

January 17, 2024

Patrick Buncsi

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ETF playbook: 12 ETF ideas for 2024

Betashares

January 17, 2024

Patrick Poke

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Ethical ETFs AUM surges in 2023: Betashares

FS Sustainability

January 16, 2024

RACHEL ALEMBAKIS

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Fearless debtors approach retirement with big loans

Small Caps

January 2, 2024

John Beveridge

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AMP’s Jigsaw sees service refurb

Financial Newswire

December 15, 2023

Yasmine Masi

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AMP adds solutions for self-licensed advisers

IFA

December 15, 2023

Keith Ford

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AMP doubles down on self-licensee support services

Money Management

December 15, 2023

Jasmine Siljic

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

Adviser Voice

December 13, 2023

Staff Writer

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The reforms that our retirement system needs

First Links

December 13, 2023

Andrew Gale, Stephen Huppert

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Welcome to Firstlinks Edition 539 with weekend update

First Links

December 13, 2023

Staff Writer

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Why is self-licensing an attractive option?

IFA

December 13, 2023

Keith Ford

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Why 2024 is the year of digital advice traction

Money Management

December 13, 2023

Staff Writer

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Rising retiree debt underscores the need for financial advice

Money Management

December 13, 2023

Jasmine Siljic

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

Stock Brokers

December 13, 2023

Staff Writer

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Impact of debt on retiree confidence a mixed bag

Financial Standard

December 12, 2023

Chloe Walker

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Cost-of-living crisis sidelines ESG investment

Money Management

December 11, 2023

Jasmine Siljic

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FP Markets secures forex license in Kenya

The Forex review

December 7, 2023

Staff Writer

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Super fund advice could spark surge in full-service clients

IFA

December 6, 2023

Keith Ford

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Rising trend: 2 million Australians embrace ETFs

Rask Media

December 6, 2023

Annabelle Dickson

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CPD: The most significant retirement risk of them all

Adviser Voice

December 5, 2023

Staff Writer

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Trading platforms look to entice new investors as COVID boom fades

SMH

December 5, 2023

John Collette

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Government hesitant on accountants inclusion in financial advice

IFA

December 5, 2023

Maja Garaca Djurdjevic

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HUB24 launches whitepaper to support advice proposition for HNW clients

Adviser Voice

December 5, 2023

Staff Writer

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

nestegg

December 4, 2023

Staff Writer

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HNWs care more about goals than about complex investments

Professional Planner

December 4, 2023

Chris Dastoor

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Two sides to the retirement confidence coin

Super Review

December 4, 2023

Jasmine Siljic

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

Adviser Voice

December 4, 2023

Staff Writer

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

IFA

December 4, 2023

Maja Garaca Djurdjevic

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Australians lack information about retirement income options – TAL

Insurance Business News

December 1, 2023

Roxanne Libatique

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Aware takes bold stand for broader fund advice

IFA

December 1, 2023

Keith Ford

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PPS Mutual raises concern about signs of stress for accounting workforce

Insurance Business News

December 1, 2023

Roxanne Libatique

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

Adviser Voice

December 1, 2023

Staff Writer

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

Elston

December 1, 2023

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Two sides to the retirement confidence coin

Money Management

December 1, 2023

Jasmine Siljic

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More retirees expect savings to outlast their lives

Financial Newswire

November 30, 2023

Mike Taylor

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Shares Jump on Strategic Refocus and Guidance Upgrade

FTD

November 30, 2023

Charles Ormond

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Majority unaware of retirement options

Self Managed Super Magazine

November 30, 2023

Todd Wills

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

Financial Newswire

November 29, 2023

Oksana Patron

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

Adviser Voice

November 29, 2023

Staff Writer

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How machine learning can improve adviser efficiency

IFA

November 29, 2023

Keith Ford

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Over half of Australians unsure of their retirement options: Research

Professional Planner

November 29, 2023

Staff Writer

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Responsible investing embraced by financial advisers

Money Management

November 27, 2023

Jasmine Siljic

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

Money Management

November 20, 2023

Laura Dew

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

Inside Adviser

November 20, 2023

Tahn Sharpe

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Advisers favour conservative approach in high interest rate environment

IFA

November 20, 2023

Keith Ford

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Advisers turning to cash, fixed income: Data

Financial Standard

November 17, 2023

Chloe Walker

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Advisers face into uncertainty via fixed interest and cash

Financial Newswire

November 16, 2023

Mike Taylor

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

Adviser Voice

November 16, 2023

Staff Writer

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Greenwashing a barrier to responsible investment uptake

Financial Standard

November 16, 2023

RACHEL ALEMBAKIS

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

Proactive

November 15, 2023

Phoebe Shields

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Advisers need to offer ESG investment advice to meet growing demand

Adviser Voice

November 14, 2023

Staff Writer

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Australian insurers rethink shifts in investment strategies driven by inflation and rising rates, new report finds

Adviser Voice

November 14, 2023

Staff Writer

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Savers worried large investors are failing to act on climate

AFR

November 13, 2023

Lucy Dean

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Ряды инвесторов во Франции за год поредели на 17%

Finance Magnates

November 8, 2023

Таня Чепкова

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MORE WEALTHY INVESTORS, BUT FEWER GETTING ADVICE AS WEALTH TRANSFER LOOMS

Inside Investor

November 1, 2023

Tahn Sharpe

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NUMBER OF WEALTHY INVESTORS NOT SEEKING ADVICE ‘PERSISTENTLY’ HIGH

Inside Adviser

October 27, 2023

Tahn Sharpe

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THRESHOLD FOR HIGHER TAX ON SUPERANNUATION LOOMS LARGE

ausbiz

October 27, 2023

Dr Irene Guiamatsia

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ADVISER NUMBERS STEADY, BUT SHORTFALL PREDICTED

Financial Standard

October 27, 2023

Chloe Walker

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BEST OPENINGS FROM OLDER CLIENTS

Self Managed Super Magazine

October 26, 2023

Darin Tyson-Chan

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INSIGNIA FINANCIAL MANAGED ACCOUNT SOLUTIONS SURPASS $6 BILLION

Adviser Voice

October 26, 2023

Insignia Financial

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INSIGNIA’S MANAGED ACCOUNT FUM SWELLS

Financial Standard

October 23, 2023

Staff Writer

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INSIGNIA MANAGED ACCOUNTS SURPASS $6BN FUM

IFA

October 23, 2023

Jessica Penny

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MOVING FROM FX TO STOCKS: CAUTIOUS MOVE OR A TREND?

Trading View

October 16, 2023

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HIGHER RATES PUSHING CASH INTO YIELD PRODUCTS

ausbiz

October 16, 2023

Dr Irene Guiamatsia

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MOVING FROM FX TO STOCKS: CAUTIOUS MOVE OR A TREND?

Finance Magnates

October 16, 2023

Paul Golden

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HNWS INCREASE DIGITAL ENGAGEMENT: RESEARCH

Financial Standard

October 12, 2023

Chloe Walker

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BT PANORAMA’S BATTLE TO ‘WIN ADVISERS’ HEARTS AND MINDS’

Money Management

October 11, 2023

Laura Dew

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WHY US ONLINE INVESTORS ARE TRADING LESS BUT EARNING MORE

Finance Magnates

October 10, 2023

Damian Chmiel

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THE BOTTOM-LINE BENEFITS OF TAKING ON A PY ADVISER

Money Management

October 6, 2023

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WHICH SHARES AND FUNDS DO SMSFS INVEST IN?

First Links

October 4, 2023

Graham Hand

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PRAEMIUM ENTERS SERVICES AGREEMENT WITH MERCER

Money Management

September 28, 2023

Rhea Nath

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CONTROL NOW OF GREATER IMPORTANCE

Self Managed Super Magazine

September 27, 2023

Darin Tyson-Chan

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EQT TARGETS AUSTRALIAN HNW INVESTORS WITH NEW OFFERING

Investor Daily

September 26, 2023

Jonn Bragg

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STATS SHOW MONEY SHIFT

Executive Career

September 21, 2023

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HOW TO ACHIEVE HAPPY AND SUCCESSFUL RETIREMENT

About Retirement

September 21, 2023

Katherine Isbrandt

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HOW TO WORK WITH HNWIS

Money Management

September 21, 2023

Laura Dew

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GUIDANCE CHANGE LIFTS ANTI-SMSF ROADBLOCK

Self Managed Super Magazine

September 19, 2023

Jason Spits

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OVER A QUARTER OF HNWIS HAVE DOUBTS ABOUT ADVISER EXPERTISE

Professional Planner

September 18, 2023

Chris Dastoor

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AUSTRALIA SEES MODEST UPTICK IN HNWIS: STUDY

Financial Standard

September 18, 2023

Chloe Walker

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LATEST TRENDS IN ONLINE US INVESTORS

ausbiz

September 18, 2023

Brian Chong

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INFO 274 IMPACT EVIDENT

Self Managed Super Magazine

September 15, 2023

Darin Tyson-Chan

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NOWINFINITY ADDS NEW ESTATE PLANNING FEATURES AND ENHANCEMENTS TO SMSF TRUST DEED

Australian Fintech

September 15, 2023

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NORTH EXTENDS INVESTMENT MENU WITH NEW FUNCTIONALITY FOR ADVISERS AND THEIR CLIENTS

Adviser Voice

September 15, 2023

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CLIENT PORTAL ACCESS SHIFTING FROM BROWSERS TO SMARTPHONES

Professional Planner

September 15, 2023

Callum Jones

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WHY PEOPLE DON’T SEE A FINANCIAL ADVISER

Compound Freedom

September 8, 2023

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ADVISERS SHORT-SELLING THEMSELVES BY UP TO 50%: WT FINANCIAL

Money Management

September 8, 2023

Rhea Nath

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THIRTY EIGHT PER CENT OF ADVISERS REPORT HIGHER PRACTICE PROFITABILITY IN THE LAST 12 MONTHS

Adviser Voice

September 7, 2023

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SELF-LICENSED ADVISERS MORE LIKELY TO HAVE INCREASED PROFITS

Financial Newswire

September 7, 2023

Mike Taylor

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EXCLUSIVE: TRADEREVOLUTION’S ANDREW SAKS ON BROKER TECH ISSUES, MOBILE TRADING APPS, AND MORE

FX News Group

September 7, 2023

Gerald Segal

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PRACTICE PROFITABILITY UP FOR 38% OF ADVISERS

IFA

September 7, 2023

Keith Ford

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PROFITABILITY UP FOR 1 IN 3 ADVICE PRACTICES

September 7, 2023

Keith Ford

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CAPITAL.COM APPOINTS KYLE RODDA AS SENIOR FINANCIAL MARKET ANALYST

Adviser Voice

September 6, 2023

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ADVISERS EXPERIENCING HIGHER WORKLOADS

Self Managed Super Magazine

September 6, 2023

Todd Wills

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FINANCIAL ADVICE FIRMS PROFITS JUMPS: RESEARCH

Financial Standard

September 6, 2023

Cassandra Baldini

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HIGHER CLIENT FEES LEAD TO HIGHER PROFITABILITY FOR SELF-LICENSED ADVISERS

Money Management

September 6, 2023

Laura Dew

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UPLIFT IN SELF-LICENSED PROFIT MARGINS WHILE OTHERS STAGNATE

Professional Planner

September 6, 2023

Chris Dastoor

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MEMBERS PUSH BACK ON FUNDS’ PENSION PRODUCTS

Investment Magazine

September 5, 2023

Callum Jones

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CAPITAL.COM HIRES IG/ENCOREFX ALUM KYLE RODDA AS SENIOR ANALYST IN AUSTRALIA

FX News Group

September 5, 2023

Gerald Segal

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CPD: PRICING ADVICE FOR TRUST, SUSTAINABILITY AND LOYALTY (PART 1 – PRICING FRAMEWORK AND CONTEXT)

Adviser Voice

September 5, 2023

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TRADINGVIEW’S BROKER OF THE YEAR, PEPPERSTONE LAUNCHES SPREAD BETTING

Leap Rate

September 1, 2023

Elizabeth Anderson

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WHY I’M COMMITTED TO ESG, DESPITE THE MOMENTUM SHIFT

Inside Adviser

August 31, 2023

Drew Meredith

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RETIREMENT WORRIES HIT A 10-YEAR HIGH, NEW RESEARCH SHOWS

Your Life Choices

August 30, 2023

Andrew Gigacz

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YOUNGER INVESTORS OPT FOR ROBOTS TO BYPASS COSTLY FINANCIAL ADVICE

August 30, 2023

John Collette

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EXPLORING THE PLATFORM MARKET FOR HNW CLIENTS

Money Management

August 29, 2023

Laura Dew

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WHY YOUNG INVESTORS ARE MORE RISK AVERSE

Hemmingway Financial

August 28, 2023

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DUBAI UNLEASHES CRYPTO STAKING THROUGH CUSTODY SERVICES

My Crypto

August 25, 2023

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DIVERSIFICATION AND YOUR SMSF: WHY AND HOW TO DO IT

Tech Dogs

August 24, 2023

Janine Mace

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EMERGING TRENDS IN AUSTRALIAN FINANCIAL ADVISORY BUSINESS MODELS

ausbiz

August 22, 2023

Dr Irene Guiamatsia

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PLATFORM COMPARISON FINTECH LAUNCHES

Financial Standard

August 22, 2023

Karren Vergara

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RETIREE PREPAREDNESS AT ‘10-YEAR LOW’: INVESTMENT TRENDS RESEARCH

Professional Planner

August 22, 2023

Callum Jones

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‘BIG RELUCTANCE’ FOR ADVISERS TO BACK A SINGLE PLATFORM

Professional Planner

August 21, 2023

Chris Dastoor

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WHY YOUNG INVESTORS ARE MORE RISK AVERSE

Vanguard

August 21, 2023

Tony Kaye

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OANDA NAMED ‘NO. 1 BROKER FOR CLIENT SATISFACTION’ AND ‘BEST LOW COST BROKER’ IN THE UK

Oanda

August 18, 2023

Dana Catterina

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NORTH’S MANAGED PORTFOLIO AUM PASSES $11 BILLION AS INVESTMENT MENU EXPANDS

Adviser Voice

August 15, 2023

Read more

THE DRAWBACKS FOR SMSFS MOVING FUNDS INTO CASH

First Links

August 9, 2023

Balaji Gopal

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CONCEPT OF CONTROL DEFINED

Self Managed Super Magazine

August 9, 2023

Darin Tyson-Chan

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WHY YOUNG INVESTORS ARE MORE RISK AVERSE

Wealth and Lifestyle

August 7, 2023

Read more

ONLINE INVESTOR NUMBERS DIP AS COST-OF-LIVING BITES

Financial Standard

August 4, 2023

Chloe Walker

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COST-OF-LIVING PRESSURES PROMPT RETREAT BY ONLINE INVESTORS

Money Management

August 3, 2023

Rhea Nath

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ONLINE INVESTOR NUMBERS DIP AS COST OF LIVING BITES: AUSTRALIAN ONLINE INVESTING REPORT

Adviser Voice

August 3, 2023

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TWO PLATFORMS ANNOUNCE ENHANCEMENTS AND IMPROVED TOOLS

Money Management

August 2, 2023

Laura Dew

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LIVING COSTS HIT ONLINE INVESTMENTS

Self Managed Super Magazine

August 2, 2023

Todd Wills

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LASER DIGITAL JOINS ATFX AND CMC MARKETS IN DUBAI CRYPTO PUSH, GAINS VASP LICENSE

Finance Magnates

August 1, 2023

Damian Chmiel

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GROWING NUMBER OF SMSFS HOUSING ETFS

Investor Daily

December 28, 2022

Jon Bragg

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A GOOD REGIME? – SEPTEMBER IN REVIEW

Professional Planner

December 23, 2022

Chris Dastoor

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AUSTRALIAN ETF TRENDS: ADOPTION GROWS TO 1.9 MILLION IN 2022 AMID MARKET TURBULENCE

StockHead

December 15, 2022

Nadine McGrath

Read more

SUPER NEWS FOR DECEMBER 2022

Super Guide

December 14, 2022

Penny Pryor

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VOLATILITY AND INFLATION FAIL TO CURTAIL ETF INVESTING

Investor Daily

December 14, 2022

Jon Bragg

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ETF SENTIMENT CONTINUES TO GROW: BETASHARES

Financial Standard

December 14, 2022

CASSANDRA BALDINI

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ASIC PULLBACK ON $500K THRESHOLD SPARKS SMSF NARRATIVE CHANGE

Inside Adviser

December 13, 2022

Tahn Sharpe

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AN HONEST ETORO USA REVIEW – WHAT YOU NEED TO KNOW BEFORE INVESTING

Visit Magazine

December 11, 2022

Read more

СИНГАПУРСКИЕ МАРЖИНАЛЬНЫЕ ТРЕЙДЕРЫ ВПАЛИ В СПЯЧКУ

Finance Magnates

December 8, 2022

Tanya Chepkova

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CONGRATULATIONS YOU’VE GOT YOUR OWN AFSL – NOW WHAT?

Adviser Voice

December 7, 2022

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NORTH LAUNCHES MARKET FIRST BUY, BADGE, BUILD MANAGED PORTFOLIOS

Adviser Voice

December 5, 2022

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AUSSIE HIGH-NET-WORTH INVESTOR NUMBERS STEADY

IFA

December 2, 2022

Keith Ford

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NUMBER OF HNW INVESTORS STEADIES FOLLOWING 2021 SURGE

Money Management

December 2, 2022

Jasmine Siljic

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LESS MILLIONAIRES, MORE MONEY AS $5M TO $10M INVESTIBLE ASSET COHORT GROWS

The Inside Investor

December 2, 2022

Keith Ford

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THE STATE OF THE ADVISER LANDSCAPE

Money Management

December 1, 2022

Rhea Nath

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HNWS RECALIBRATE INVESTMENT GOALS: REPORT

Financial Standard

December 1, 2022

Chloe Walker

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AUSTRALIAN HIGH NET WORTH (HNW) INVESTOR POPULATION STEADIES AS BOTH PROPERTY AND EQUITY MARKETS FACE HEADWINDS

Adviser Voice

December 1, 2022

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OANDA WINS HIGHEST USER SATISFACTION IN SINGAPORE, SAYS LEVERAGE TRADING REPORT BY INVESTMENT TRENDS

Finance Feeds

December 1, 2022

Rick Steves

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NEXT GEN PLATFORMS SURGE WHILE ADVISER FUA DOUBLES

Inside Adviser

December 1, 2022

Nicki Bourlioufas

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FEWER HIGH NET WORTHS IN AUSTRALIA

Financial Newswire

December 1, 2022

Mike Taylor

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THIRD OF HNWIS DON’T WANT TO DISCUSS WEALTH TRANSFER

Professional Planner

November 30, 2022

Chris Dastoor

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EXTENDED USE OF MANAGED PORTFOLIOS DELIVERS GREATER BENEFITS, NEW RESEARCH SHOWS

IFA

November 30, 2022

Jessica Penny

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OANDA NAMED AGAIN NO. 1 BROKER FOR CLIENT SATISFACTION IN SINGAPORE

The Indian Sun

November 30, 2022

Read more

PORTFOLIO ADJUSTMENTS REDUCED AMONG HNWS

Self Managed Super Magazine

November 30, 2022

Darin Tyson-Chan

Read more

AFFORDABILITY REMAINS MAIN BARRIER TO ADVICE

Risk info

November 29, 2022

Read more

RESPONSIBLE INVESTING NOW ONE OF THE TOP ACTIONS PEOPLE TAKE TO IMPROVE THE WORLD

Inside Adviser

November 28, 2022

Tahn Sharpe

Read more

AUSTRALIANS CITE ETHICAL INVESTING AS ADVICE GAP: INVESTMENT TRENDS

FS Sustainability

November 24, 2022

RACHEL ALEMBAKIS

Read more

UNDERLYING PAIN NEEDS RECOGNITION

Self Managed Super Magazine

November 23, 2022

Darin Tyson-Chan

Read more

WHAT HIGH NET WORTH AUSSIES ARE INVESTING IN

ausbiz

November 21, 2022

Read more

ADVICE COSTS CONTINUE TO RISE AS AFFORDABILITY REMAINS MAIN BARRIER TO AUSTRALIANS SEEKING FINANCIAL ADVICE

Adviser Voice

November 21, 2022

Read more

NEWLY-ADVISED CLIENTS OUTPACING CLIENT ATTRITION

Money Management

November 18, 2022

Laura Dew

Read more

RESEARCH FINDS ADVICE GAP FOR OVER 12 MILLION AUSTRALIANS

Professional Planner

November 17, 2022

Chris Dastoor

Read more

AUSTRALIANS FEEL LESS PREPARED FOR RETIREMENT AS MARKETS FALL, INFLATION RISES

The Age

November 13, 2022

John Collett

Read more

BETTER SUPER NEWS BUT RETIREMENT FEARS SKYROCKET

Your Life Choices

November 11, 2022

Janelle Ward

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CONSUMER CONFIDENCE IN A ‘COMFORTABLE’ RETIREMENT AT NEAR HISTORIC LOW LEVELS

Adviser Voice

November 10, 2022

Read more

PRE-RETIREES SEE CONFIDENCE FALL TO 10-YEAR LOW

Money Management

November 10, 2022

Laura Dew

Read more

CONFIDENCE IN A ‘COMFORTABLE’ RETIREMENT NEARS LOWS

Financial Standard

November 10, 2022

Andrew Mckean

Read more

THE COIN FLIP ODDS OF RETIREMENT CONFIDENCE

Professional Planner

November 10, 2022

Chris Dastoor

Read more

PRE-RETIREES UNAWARE OF INCOME OPTIONS

Adviser Voice

November 9, 2022

Jason Spits

Read more

AUSTRALIANS’ NEVER-ENDING NEED FOR FINANCIAL ADVICE

ausbiz

November 7, 2022

Read more

SUCCESS IS NOT A SPECTRE FOR BILLIONAIRE CMC MARKETS BOSS, LORD CRUDDAS

Forbes

October 28, 2022

Elise Shaw

Read more

INCREASING PROPORTION OF SMSFS HOLDING ONTO PUBLIC OFFER FUNDS

SMSF Adviser

October 28, 2022

Read more

ADVISERS ADJUST GROWTH EXPECTATIONS BY 80%

Money Management

October 27, 2022

Laura Dew

Read more

RESEARCH REFLECTS DIFFERENCE IN OPINION WITH SMSF STARTING BALANCES

SMSF Adviser

October 26, 2022

Read more

FUND MANAGERS LOSE POPULARITY OVER MANAGED ACCOUNTS AND ETFS

Professional Planner

October 25, 2022

Chris Dastoor

Read more

175,000 RETAIL TRADERS TRADED FOREX IN THE US IN Q2 2022

Finance Magnates

October 25, 2022

Damian Chmiel

Read more

CEO APPOINTED AT INVESTMENT TRENDS

Money Management

October 24, 2022

Laura Dew

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INVESTMENT TRENDS ADVISORY BOARD AND APPOINTMENT OF NEW CEO

Adviser Voice

October 24, 2022

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PREVAILING MACRO-ECONOMIC CONDITIONS DRIVING THE SHIFT IN ADVISERS’ APPROACH TO PORTFOLIO CONSTRUCTION AND PRODUCT INFORMATION NEEDS

Adviser Voice

October 21, 2022

Read more

FORMER AUSIEX CHIEF TO JOIN INVESTMENT TRENDS

Financial Standard

October 21, 2022

Chloe Walker

Read more

ONE IN FOUR ADVISERS READY TO DUMP MANAGED FUNDS

Financial Newswire

October 21, 2022

Mike Taylor

Read more

NEW CEO FOR INVESTMENT TRENDS

Financial Newswire

October 21, 2022

Mike Taylor

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INVESTMENT CONTROL NOT LEADING TO MORE TRADES

Self Managed Super Magazine

October 20, 2022

Jason Spits

Read more

A SHORT GUIDE TO PLATFORMS AND WRAPS

Self Managed Super Magazine

October 18, 2022

Barbara Drury

Read more

PROPOSED CFD CLASS ACTION TARGETS IG MARKETS

Financial Standard

October 11, 2022

Jamie Williamson

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HOMEOWNER RETIREES SHOULD NOT ‘RUN OUT OF MONEY’

First Links

October 6, 2022

Graham Hand

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AUSTRALIA FINANCIAL-ADVISER EXODUS EXPECTED OVER NEXT FIVE YEARS, INVESTMENT TRENDS SAYS

Agadir

October 6, 2022

Alice Uribe

Read more

PRAEMIUM CEO OPEN FOR CONSOLIDATION TALKS WITH AN AIM ON GROWING SCALE

Inside Adviser

October 6, 2022

Ishan Dan

Read more

KEY FACTORS TO CONSIDER BEFORE USING MANAGED ACCOUNTS

IFA

October 6, 2022

Malavika Santhebennur

Read more

WHY HNWS ARE SHYING AWAY FROM ADVISERS

IFA

September 28, 2022

Maja Garaca Djurdjevic

Read more

HNWS SHUNNING PROFESSIONAL ADVICE: RESEARCH

IFA

September 20, 2022

Chloe Walker

Read more

THE CHALLENGE TO HOLD REAL ESTATE IN MANAGED ACCOUNTS

Money Management

September 13, 2022

Laura Dew

Read more

CORPORATE ENGAGEMENT PUSHES ESG INVESTMENTS TO $1.54 TRILLION

Professional Planner

September 12, 2022

Chris Dastoor

Read more

RISING INTEREST IN ‘HUMAN SIDE OF ADVICE’ RESULTING IN SOME ADVISERS LEAVING INDUSTRY

IFA

September 12, 2022

Neil Griffiths

Read more

QAR PROPOSALS WILL HELP CURB DECLINING ADVISER NUMBERS

SMSF Adviser

September 8, 2022

Neil Griffiths

Read more

A QUARTER OF ADVISERS PLAN TO EXIT INDUSTRY

SMSF Adviser

September 7, 2022

Miranda Brownlee

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MANAGED ACCOUNTS GROW ANOTHER 22% DURING FY22

Professional Planner

September 7, 2022

Chris Dastoor

Read more

QUARTER OF ADVISERS TO LEAVE INDUSTRY IN NEXT FIVE YEARS

Money Management

September 6, 2022

Read more

PRACTICE PROFITABILITY IMPROVING AS ADVICE LANDSCAPE CONTINUES TO EVOLVE

Adviser Voice

September 6, 2022

Read more

BETTER TECHNOLOGY THE SECRET WEAPON TO STAFF HAPPINESS

Professional Planner

September 6, 2022

Chris Dastoor

Read more

WHY EMBRACING TECHNOLOGY CAN HELP ‘AUTOMATE THE COMPLIANCE’

IFA

September 5, 2022

Neil Griffiths

Read more

ONE IN FOUR ADVISERS EXPECT TO LEAVE INDUSTRY WITHIN THE NEXT FIVE YEARS

IFA

September 5, 2022

Neil Griffiths

Read more

ADVISERS NEED TO BE AT THE CENTRE OF RETIREMENT SOLUTIONS: AMP

Professional Planner

August 31, 2022

Chris Dastoor

Read more

THAT HORSE HAS BOLTED: SUPER IS NOT ONLY FOR RETIREMENT

First Links

August 31, 2022

Graham Hand

Read more

CPD: THE FUTURE OF ADVICE IS SPECIALISATION – 6 REASONS YOU SHOULD BECOME A NICHE PLAYER

Adviser Voice

August 31, 2022

Read more

HOW SMSFS ARE INVESTING IN 2022

Vanguard

August 30, 2022

Read more

SHARE TRADING ENTHUSIASM COOLS AFTER PANDEMIC SURGE

The Age

August 30, 2022

John Collett

Read more

MANAGED ACCOUNTS GIVING ADVISERS TWO DAYS BACK A WEEK

Professional Planner

August 30, 2022

Meredith Booth

Read more

ONLINE INVESTORS TAKE FRIGHT AMID VOLATILITY

Money Management

August 29, 2022

https://www.moneymanagement.com.au/news/tech/online-investors-take-fright-amid-volatility

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ONLINE INVESTOR NUMBERS TAPER OUT: REPORT

Financial Standard

August 26, 2022

Andrew Mckean

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INFLATION AND UNCERTAINTY SUBDUES APPETITE FOR ONLINE INVESTING

Financial Newswire

August 26, 2022

Mike Taylor

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NETWEALTH SHARE PRICE RISES 9% ON STRONG REVENUE GROWTH IN FY22 RESULTS

The Motley Fool

August 24, 2022

Raymond Jang

Read more

HUB24 CREDITS CONTINUED GROWTH TO SIMPLIFYING COMPLIANCE FOR ADVISERS

Professional Planner

August 23, 2022

Chris Dastoor

Read more

CPD: A FAMILY AFFAIR – THE CHALLENGES OF RETAINING INTERGENERATIONAL WEALTH

Adviser Voice

August 23, 2022

Read more

HUB24 SHARE PRICE SLUMPS DESPITE DIVIDEND DOUBLING ON RECORD GROWTH

The Motley Fool

August 23, 2022

Mitchell Lawler

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MANAGED ACCOUNTS’ INTEREST GROWING ON BACK OF ‘SHRINKING NUMBER OF ADVISERS’

IFA

August 22, 2022

Neil Griffiths

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NUMBER OF ADVISERS USING PLATFORMS HITS 10-YEAR HIGH, BUT ISSUES REMAIN

Adviser Innovation

August 18, 2022

Neil Griffiths

Read more

FIVE CHARTS SHOW PREDICAMENTS FACING FINANCIAL ADVICE

First Links

August 17, 2022

Graham Hand

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COMPETITION FOR ADVISER RELATIONSHIPS FIERCE: REPORT

Financial Standard

August 15, 2022

Andrew Mckean

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AVERAGE NUMBER OF PLATFORMS USED BY ADVISERS HITS 10-YEAR HIGH

Money Management

August 15, 2022

Liam Cormican

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NUMBER OF ADVISERS USING PLATFORMS HITS 10-YEAR HIGH, BUT ISSUES REMAIN

Fintech Business

August 15, 2022

Neil Griffiths

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ADVISERS VOTE WITH FEET WHEN PLATFORMS FAIL THEM

Financial Newswire

August 12, 2022

Mike Taylor

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ADVISERS SIGNAL BIGGER SPEND ON TECHNOLOGY – SURVEY

Risk info

August 12, 2022

Read more

PLATFORM MARKET ‘HOTLY CONTESTED’ BUT ADVISERS DESIRE BETTER INTEGRATION

Professional Planner

August 12, 2022

Chris Dastoor

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VOLUME PROFILE… NIVEAUX DE PRIX CLÉS

Les meilleure

August 6, 2022

Read more

ALTERNATIVEN ZUM FOREX TRADING

Trader und strategien

August 6, 2022

Read more

LITTLE BRITAIN: LAND OF THE ONLINE TRADE

ausbiz

August 1, 2022

Read more

AUSIEX CHIEF EXECUTIVE RETIRES

Financial Standard

July 29, 2022

Chloe Walker

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RETIRING BADLY

ausbiz

July 27, 2022

Read more

CPD: GREENWASHING – A MAJOR FINANCIAL CONSUMER PROTECTION CHALLENGE

Adviser Voice

July 25, 2022

Read more

LONSEC ACQUIRES IMPLEMENTED PORTFOLIOS LIMITED AND EXPANDS MARKET REACH

Lonsec

July 21, 2022

Rob Hardy

Read more

STRONG DEMAND FOR ESG PRODUCTS, BUT EDUCATION NEEDED

FS Sustainability

July 21, 2022

RACHEL ALEMBAKIS

Read more

CPD: BEST PRACTICE CLIENT ENGAGEMENT – UNDERSTANDING WOMEN AS THE DRIVERS OF INVESTMENT GROWTH

Adviser Voice

July 20, 2022

Read more

THE CLIMATE CHANGE CHALLENGE

IMAP

July 14, 2022

Read more

THE LITTLE SHANGHAI GIRL WHO DARED TO DREAM: MEET THE AUSTRALIAN $1B FUND MANAGER

WA today

July 10, 2022

Jessica Yun

Read more

INFLATION : QUELS IMPACTS SUR LES MARCHÉS ET VOS INVESTISSEMENTS ?

votreargent

July 8, 2022

Read more

DEMOGRAPHICS ON ESG INVESTING MISUNDERSTOOD

Adviser Voice

July 8, 2022

Read more

SMSFs still lack diversification

Self Managed Super Magazine

July 7, 2022

Darin Tyson-Chan

Read more

SHOULD YOU BE GETTING ADVICE?

Vanguard

July 7, 2022

Read more

SMSFS STILL LACK DIVERSIFICATION

SMH

July 7, 2022

Read more

ESG INTEREST BROADENS ACROSS WIDER DEMOGRAPHIC

Money Management

July 7, 2022

Liam Cormican

Read more

NEW TRUSTEES SHOW STRATEGIC NOUS

SMSF Adviser

July 4, 2022

Darin Tyson-Chan

Read more

SIGNIFICANT UPLIFT IN ADVISERS PROVIDING ADVICE ON ESG

IFA

June 30, 2022

Maja Garaca Djurdjevic

Read more

INCREASING PROPORTION OF ACCOUNTANTS ASSISTING WITH SMSF SETUPS

Public Accountants

June 29, 2022

Read more

AUSSIES FLOCK TO ETFS FOR DIVERSIFICATION

nestegg

December 21, 2021

Jon Bragg

Read more

PRE-RETIREES MORE CONFIDENT THAN EVER: REPORT

Your Life Choices

December 20, 2021

Brad Lockyer

Read more

2M AUSTRALIAN ETF INVESTORS EXPECTED IN 2022

Investor Daily

December 20, 2021

Jon Bragg

Read more

RIO TINTO ANNOUNCES NEW CHAIRMAN, MAGELLAN LOSES MANDATE

CMC Markets

December 19, 2021

Elise Shaw

Read more

HNW INVESTORS WANT FULLY DIGITAL PORTFOLIOS

Money Management

December 16, 2021

Oksana Patron

Read more

EMERGING HNW SEEK ESG, ETHICAL INVESTMENTS: PRAEMIUM

FS Sustainability

December 16, 2021

RACHEL ALEMBAKIS

Read more

MONEY WRAPPED: YOUR 2021 FINANCES IN REVIEW

Mozo

December 15, 2021

Olivia Gee

Read more

HNW INVESTORS LACK AWARENESS AND UNDERSTANDING OF DIGITAL PLATFORMS

IFA

December 15, 2021

John Bragg

Read more

WEALTHY OVERLOOK DIGITAL EXPERIENCE

Financial Standard

December 14, 2021

Karen Vergara

Read more

IG TAKES ITS PLACE IN THE TURBO MARKET

The Limited Times

December 13, 2021

Read more

IG SE FAIT UNE PLACE SUR LE MARCHÉ DES TURBOS

The News Daily

December 10, 2021

Read more

THINK YOU’RE FINANCIALLY SET TO RETIRE? BETTER CHECK THOSE NUMBERS

The News Daily

December 10, 2021

Rod Myer

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THE BIGGEST OPERATIONAL CHALLENGE FOR AUSTRALIAN ADVICE FIRMS REVEALED

IFA

December 10, 2021

NEIL GRIFFITHS

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OVER 40’S BULLISH ON RETIREMENT OUTLOOK, EXPECT RETIREMENT SAVINGS TO LAST LONGER

Adviser Voice

December 9, 2021

Read more

OPTIMISM GROWS AMONG THOSE YET TO RETIRE

IFA

December 8, 2021

Fergus Halliday

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3 KEY REASONS WHY SHARES ARE THE BEST CHRISTMAS GIFT THIS YEAR

Finder

December 7, 2021

Cameron Micallef

Read more

SUPER REGULATORY CHANGE SPOOKING PRE-RETIREES

Money Management

December 7, 2021

Jassmyn Goh

Read more

PRE-RETIREES FEEL BETTER PREPARED FOR FUTURE

Self Managed Super Magazine

December 7, 2021

Tia Thomas

Read more

GOVT SUPER POLICY SHIFTS SPOOKING RETIREES

Financial Newswire

December 7, 2021

Mike Taylor

Read more

PRE-RETIREES WORRY ABOUT POLITICAL RISKS: SURVEY

Financial Standard

December 7, 2021

KARREN VERGARA

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ONLINE SHARE TRADERS DOUBLE IN TWO YEARS

INDAILY

December 6, 2021

Rod Myer

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43% OF MILLENNIALS WOULD RATHER INVEST THAN SPEND: CBA

Savings

December 3, 2021

Rachel Horan

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KEEP YOUR EYE ON THE PRIZE

SMS Trustee News

December 3, 2021

Darin Tyson-Chan

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43% OF MILLENNIALS ARE INVESTING INSTEAD OF SPENDING: CBA STUDY

Comm Bank Newsroom

December 2, 2021

Read more

ESG INVESTING “FASTEST GROWING” PRIORITY FOR ADVISERS

Financial Standard

December 2, 2021

RACHEL ALEMBAKIS

Read more

ACCOUNTANTS FAIL ON CLIENT TARGETS

Self Managed Super Magazine

December 1, 2021

Darin Tyson-Chan

Read more

ESG DOUBLED IN IMPORTANCE FOR ADVISERS IN 2021: INVESTMENT TRENDS

Professional Planner

December 1, 2021

Tahn Sharpe

Read more

ONLINE SHARE TRADERS DOUBLE IN TWO YEARS

The New Daily

December 1, 2021

Rod Myer

Read more

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