Investment Trends in the media

 

  SMSFS WITH UNMET ADVICE NEEDS GROWING
IFA | Jul 15, 2019
Adrian Flores
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  Super fund member loyalty is on the rise: 2019 Super Fund Member Sentiment and Communications Report
Adviser Voice | Jul 15, 2019
King Loong Choi
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  SMSF establishment at a 10 year low while unmet advice needs continue to grow
Adviser Voice | Jul 12, 2019

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  Advisers struggle with untapped SMSF market
Financial Standard | Jul 12, 2019
KARREN VERGARA
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  SMSFs turn towards accountants ahead of planners
Accountants Daily | Jul 12, 2019
Miranda BrownleeMichael Blomfield
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  SUPER MEMBERS REVEAL MAJOR ADVICE GAP
IFA | Jul 12, 2019
Adrian FloresKing Loong Choi
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  Super members more engaged post-RC
Investment Daily | Jul 12, 2019
Sarah SimpkinsKing Loong Choi
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  1 in 5 SMSFs consider winding up fund
SMSF Adviser | Jul 12, 2019
Miranda BrownleeMichael Blomfield
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  Accountants gaining SMSF market share from planners
SMSF Adviser | Jul 11, 2019
Miranda BrownleeMichael Blomfield
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  Why managed account popularity is set to rise
SMS | Jul 11, 2019
Meaghan VictorMichael Blomfield
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  How Australians are deciding on super funds
Nest Egg | Jul 12, 2019
Cameron MicallefKing Loong Choi
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  SMSF unmet advice needs grow
SMS | Jul 11, 2019
Tharshini AshokanMichael Blomfield
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  Why the Netwealth share price rallied 3.53% (Quarterly update)
MF & Co | Jul 11, 2019
Henry Fung
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  Appetite for member engagement growing
Money Management | Jul 11, 2019
Hannah WootonKing Loong Choi
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  Super funds hard to engage with: Research
Financial Standard | Jul 09, 2019
ELIZABETH MCARTHUR
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  Class announces senior exec team appointments
Accountants Daily | Jul 09, 2019
Jotham LianKing Loong Choi
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  HERE’S HOW PLANNERS ARE MAKING ADVICE MORE AFFORDABLE
NMP Education | Jul 02, 2019
Alec BurkeRecep Peker
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  HERE’S HOW PLANNERS ARE MAKING ADVICE MORE AFFORDABLE
NMP Education | Jul 02, 2019
Alec BurkeRecep Peker
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  Platform wars: The blood sport continues
Professional Planner | Jul 01, 2019
Matthew SmithRecep Peker
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  Netwealth distribution lead exits
Financial Standard | Jul 01, 2019
Jamie Williamson
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  AdviserLogic once again is the No. 1 software choice
Australian Fintech | Jul 01, 2019

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  Planners bend under post-Hayne compliance burden
Insurance News | Jul 01, 2019
Recep Peker
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  WH SelfInvest: First place in 14 categories!
Finanzen | Jul 01, 2019

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  FEWER PLATFORMS BEING USED IN ADVICE FIRMS
IFA | Jul 01, 2019
Adrian FloresRecep Peker
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  A lifetime of security
Money Management | Jun 28, 2019
Chris Dastoor
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  Australia’s advisers struggle to provide affordable advice
International Investment | Jun 28, 2019
Pedro GonçalvesRecep Peker
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  Advice affordability a growing concern
Financial Standard | Jun 28, 2019
HARRISON WORLEYRecep Peker
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  Netwealth relaunches wealth challenge university workshop
Investor Daily | Jun 21, 2019
Sarah Simpkins
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  ETFs: How do I use them and what do they cost?
Super Guide | Jun 19, 2019
Barbara Drury
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  How managed accounts are empowering the client value proposition
Investor Daily | Jun 18, 2019
Meaghan Victor
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  Advisers putting brakes on new client acquisition
IFA | Jun 18, 2019
Neil MartinRecep Peker
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  SMSF investors still subdued about outlook for ASX in 2019
SuperGuide | Jun 18, 2019

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  ETFs v LICs: Exploring the listed investment market
Money Management | Jun 17, 2019

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  SEPARATELY MANAGED ACCOUNTS SET TO GROW
Perpetual | Jun 16, 2019

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  CMC MARKETS PLC Final results for the year ended 31 March 2019
London Stock Exchange | Jun 06, 2019

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  Accountants, planners team up to expand SMSF offering
BGL | May 28, 2019
Jason SpitsKing Loong Choi
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  Firms warm up to in-house planners: Investment Trends
Accountants Daily | May 28, 2019
Jotham LianKing Loong Choi
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  Accountant-planner relationship needs to evolve
Money Management | May 28, 2019
Oksana PatronKing Loong Choi
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  IN-HOUSE ADVISERS SOUGHT BY ACCOUNTANTS ON SMSFS
IFA | May 28, 2019
Adrian FloresKing Loong Choi
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  Accountants look to planners to outrun SMSF admin firms
Accountants Daily | May 27, 2019
Jotham LianKing Loong Choi
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  Savings and investments sets the wealthy apart – not level of income
Savings | May 24, 2019
Emma Duffy
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  The advice is right: What you need to know to pick a financial adviser
PS News | May 20, 2019
Mark StoryKing Loong Choi
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  ETFs: Soon to be an adviser’s best friend?
Money Management | May 17, 2019
Hannah Wooton
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  How has ESMA Changed the FX Industry in Germany
Finance Magnates | May 15, 2019
Celeste Skinner
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  Investment Trends awards Milliman and Advice Intelligence
Money Management | May 14, 2019
Chris Dastoor
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  Everything you need to know before picking a financial adviser
The New Daily | May 12, 2019
Mark StoryKing Loong Choi
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  HERE’S ONE OF THE BIGGEST KNOWLEDGE GAPS IN ADVICE
NMP Education | May 07, 2019
Alex Burke
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  XPLAN LEADS PLANNING SOFTWARE RANKINGS
IFA | Apr 24, 2019
Sarah SimpkinsMichael Blomfield
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  Investment Trends releases latest Planning Software Benchmarking Report
Adviser Voice | Apr 23, 2019
Michael Blomfield
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  Between Meetings with Matt Heine
Netwealth | Apr 17, 2019
Recep peker
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  RIDING THE SHARE MARKET’S REBOUND WITH ETFS
Nabtrade | Apr 17, 2019
Peter Switzer
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  XPLAN continues to dominate adviser space
Money Management | Apr 17, 2019
Mike TaylorMichael Blomfield
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  Advisers loyal to XPLAN: Report
Financial Standard | Apr 17, 2019
KARREN VERGARAMichael Blomfield
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  SMSF investors still subdued about outlook for markets
Super Guide | Apr 15, 2019

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  Best Forex Brokers In Australia
CompareForexBrokers | Apr 15, 2019

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  The secret life of an armchair trader
Myzikk | Apr 13, 2019
Irene Guiamatsia
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  Adviser education key to meet ethical investment demand
Adviser Voice | Apr 12, 2019
Leah Willis
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  More insurers defend commissions system
CompareForexBrokers | Apr 08, 2019

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  Managed accounts usage doubled, but education lacking
Money Management | Apr 03, 2019
Chris DastoorMichael Blomfield
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  ADVISER EDUCATION ON MANAGED ACCOUNTS LACKING: SURVEY
IFA | Apr 03, 2019
Adrian FloresMichael Blomfield
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  Managed accounts grow, but education remains low
Financial Standard | Apr 03, 2019
HARRISON WORLEYMichael Blomfield
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  Advisers using managed accounts to squeeze managers
Professional Planner | Mar 29, 2019
Tahn Sharpe
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  HOW INVESTORS ARE USING ETFS
NabTrade | Mar 27, 2019
Ilan Israelstam
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  ‘DEMAND FOR ADVICE IS STRONG’, SAYS MLC
IFA | Mar 27, 2019
Adrian Flores
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  The perks of being backed by dealer groups
Money Management | Mar 22, 2019
Anastasia SantoreneosRecep Peker
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  Preliminary Results for the year ended 31 December 2018
London Stock Exchange | Mar 20, 2019

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  BetaShares / Investment Trends ETF Report
BetaShares | Mar 20, 2019
ILAN ISRAELSTAM
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  THINGS TO KNOW BEFORE RETIRING
MLH Financial | Mar 19, 2019

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  Platforms throw capital into developing functionality
FinTech | Mar 18, 2019
Sarah SimpkinsKing Loong Choi
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  More advisers using ETFs
Financial Standard | Mar 14, 2019
Kanika Sood
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  Aus ETF investors up 22%
Investor Daily | Mar 14, 2019
Sarah SimpkinsKing Loong Choi
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  Millennials help push ETF use to record levels, says BetaShares
Morning Star | Mar 13, 2019
Lex Hall
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  Platforms keeping up with managed accounts demand
IFA | Mar 13, 2019
Adrian FloresKing Loong Choi
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  Platforms throw capital into developing functionality
Investor Daily | Mar 13, 2019
Sarah SimpkinsKing Loong Choi
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  Aussie online investors grow in Q4, despite volatile markets
Australia Fintech | Mar 13, 2019
Recep Peker
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  More than half of planners use ETFs
Money Management | Mar 13, 2019
Oksana Patron
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  Smaller platforms continue to excel
Financial Standard | Mar 13, 2019
HARRISON WORLEYKing Loong Choi
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  BT Panorama tops advisers’ lists
Money Management | Mar 13, 2019
Anastasia Santoreneos
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  Choppy markets don’t deter Aussie investors
Money Management | Mar 12, 2019
Anastasia SantoreneosRecep Peker
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  Netwealth tops platform rankings
Money Management | Mar 12, 2019
Mike TaylorKing Loong Choi
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  Digital engagement boosts investing demand
Adviser Voice | Mar 12, 2019
Recep Peker
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  Digital engagement boosts investing demand
Financial Standard | Mar 12, 2019
KARREN VERGARARecep Peker
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  Aussie Online Investors Grow in This fall, Despite Volatile Markets
Debt Defined | Mar 12, 2019
Recep Peker
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  Aussie On-line Buyers Develop in This autumn, Regardless of Risky Markets
Money RA | Mar 11, 2019

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  More women investing online despite gender gap
IFA | Mar 11, 2019
Sarah SimpkinsSuzie Toohey
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  Women’s interest in ETFs growing
Money Management | Mar 08, 2019
Hannah WootonSuzie Toohey
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  More women investing online but gender gap persists
Investor Daily | Mar 08, 2019
Sarah SimpkinsSuzie Toohey
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  Financial concerns drive women to online investing
Financial Standard | Mar 08, 2019
Harrison WorleySuzie Toohey
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  International Women’s Day: women taking control of their financial future
Adviser Voice | Mar 08, 2019
Suzie Toohey
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  The long game
IFA | Mar 06, 2019
James MitchellRecep Peker
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  The next generation investment platform
IFA | Mar 04, 2019
Mat Walker
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  Advisers looking to gearing across client base
IFA | Mar 04, 2019
Adrian FloresJohn Carver
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  Financial advisers evolving as wealth managers: Report
Financial Standard | Mar 04, 2019
Karren VergaraJohn Carver
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  Industry shifts from stock picking to asset allocating
Investor Daily | Mar 01, 2019
Adrian FloresJohn Carver
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  HUB24 launches managed portfolios education centre
Money Management | Feb 28, 2019
Anastasia SantoreneosAnastasia Santoreneos
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  AFA scorns Labor plan to end grandfathering
IFA | Feb 22, 2019
Adrian Flores
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  AFA object to ALP’s 2019 end-date for grandfathering
Money Management | Feb 21, 2019
Mike Taylor
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  Nouvel outil de trading. Volume Viewer – février 2019
WH SelfInvest | Feb 21, 2019

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  Calls for practical royal commission action
Investor Daily | Feb 04, 2019
Eliot Hastie
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  Three-quarters of accountants to exit advice under FASEA: poll
SMSF Adviser | Feb 01, 2019
Jotham Lian
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  OneVue extends platform partnership with Mercer
Adviser Voice | Feb 01, 2019
Lisa McCallum
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  Sustainable investing growing down under
Investor Daily | Jan 22, 2019
Eliot Hastie
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  Sustainable investing growing down under
Partners For Sustainability | Jan 18, 2019
Steffen KlattRecep Peker
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  How CFD traders use analysis
Learn CFDs | Jan 16, 2019
Luke Andresen
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  Young Aussies focus on income goals over retirement
Morning Star | Jan 15, 2019
Emma Rapaport
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  Xplan responds to calls for simpler API tech
Professional Planner | Jan 09, 2019
Tahn SharpeRecep Peker
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  Retail investors see limited upside in 2019
Financial Standard | Jan 07, 2019
Karren VergaraRecep Peker
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  Aussie retail investors predict flat markets for 2019
Money Management | Jan 07, 2019
Oksana Patron
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  Flat outlook for Aussie shares after turbulent quarter
SMSF Adviser | Jan 04, 2019
Miranda BrownleeRecep Peker
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  Aussie retail investors predict flat markets for 2019
Investor Daily | Jan 04, 2019
James MitchellRecep Peker
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