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| | | Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ... |
| | | | ... during steep market downturns while maintaining low holding costs to reduce the impact on performance in stable markets; "Trend" following strategies across equities, bonds, FX, and commodities, that can offer positive returns in both rising and falling ... |
| | | | ... that young Australians are increasingly relying on social media for financial advice. ASFA said a major concern with this trend is the growing risk of falling victim to financial cybercrime. "We commissioned this research to better understand where people ... |
| | | | Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ... |
| | | | The average adviser today is managing more clients than a year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical ... |
| | | | Investors are preparing for some market turbulence in the US after President Joe Biden pulled out of the race for President against Donald Trump. American Century chief investment officer Rich Weiss said Biden's decision to withdraw as the Democratic ... |
| | | | ... house yields increase from 2.81% (0-10km) to 4.13% (20-30km) and unit yields from 4.92% to 5.55%. Perth exhibits a similar trend, with house yields rising from 3.38% to 4.70% and unit yields from 5.55% to 6.34%," Mortlock said. Mortlock suggests the ... |
| | | | Treasury has opened consultation on reforming the registration framework for tax practitioners, reviewing the key areas of education, qualification, and experience requirements. The consultation is part of the government's response to the PwC tax ... |
| | | | Online investors are getting younger and bet heavily on global stocks, helping fuel the share market to record highs, according to a new survey. The latest Investment Trends Online Investing Report finds that Zoomers (18- to 24-year-olds) and Millennials ... |
| | | | State Street Global Advisors (SSGA) has announced the expansion of its State Street risk-based ETF model portfolios to include a new High Growth investment option. The High Growth model will be available to financial advisers on the Praemium, HUB24 ... |
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