Dougal Guild News Today

Quality of Advice Review lead Michelle Levy discussed in detail her ‘good advice’ proposals with Professional Planner and how the regime would prevent the return of conflicted advice models from major institutions.

Australians have significantly stepped up the amount they are willing to pay to plug their advice gaps. Investment Trends latest annual Financial Advice report found that Aussies have significan

Australians have significantly stepped up the amount they are willing to pay to plug their advice gaps. Investment Trends latest annual Financial Advice report found that Aussies have significan

Pre-retiree confidence levels are reaching near historic lows, according to an Investment Trends report.

Last year presented an anomaly where a much higher proportion of pre-retirees felt confident about their retirement propositions according to research from Investment Trends. Underperforming markets and high inflation this year have dampened expectations with only around half of this cohort confident about their post-work lives, in line with findings over the last decade.

Poor performance and customer service have driven advisers away from fund managers, but those lost flows are still being made up via managed accounts and ETFs, with active management still being required in volatile economic markets, according to research from Investment Trends.

Eric Blewitt will take over as chief executive of Investment Trends later this month, as Sarah Brennan becomes chair of the research houses newly established advisory board.

A new report looking at the needs of Australian advisers and their businesses was released this week. The recommendations to change the regulatory framework in advice put forward in the Quality of A

Around one in four advisers expect to leave the industry in the next half decade, according to Investment Trends, with compliance burden being the largest attributing factor.

One in four advisers expect to leave the industry within the next five years as the cost of providing advice continues to rise, according to a new report.