Investment Trends

The world of investing has for a long time been viewed as a game most suited to older people, who have had the time to accumulate capital, or finance-oriented people with the experience to understand what is happening, and to be able to keep up with the constant volatility of trading on the share market….

The 12th edition of the Managed Accounts Report, a joint effort between State Street Global Advisers and Investment Trends, was released this week, with the results offering powerful insights into a fast-evolving financial planning industry. The diverse, but high-growth, sector spans everything from separately managed accounts, to individually managed and managed discretionary accounts, which according to the Institute…

The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the Banking Royal Commission helped drive the push towards independent platforms and product providers with a renewed client focus. New technology-based platforms have given financial advisers the ability to hold, transact and administer on a much…

The beginning of 2020 has been dominated by headlines of mass adviser departures from the industry, with the number of registered advisers having fallen to levels of five years ago. While this may make for great headlines, it says little about the progress being made in the professionalisation of the financial advice industry, particularly in…