Over 55s now account for four out of five dollars under advice

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Key findings of the Investment Trends December 2013 Retirement Planner Report: Retirees and pre-retirees now account for 82% of planner funds under advice North and Asgard Infinity eWrap lead the

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Key findings of the 2013 Investment Trends Planning and Advice Applications Report

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XPLAN is the top rated Australian planning application for 2013 and AdviserNETgain is the top rated Hybrid planning/platform application. FOFA development has been completed and software vendors are now focusing

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Key findings of the Investment Trends November 2013 Margin Lending Planner Report

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Despite improved market outlook, 2013 saw more planners withdraw from margin lending It appears that the impact of regulatory reform has not yet finished playing out Remaining users intend to

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Investment Trends August 2013 adviser product and marketing needs report

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Key findings of the Investment Trends August 2013 adviser product and marketing needs report: Growing investor and planner confidence has seen money start to flow from cash into growth assets

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Accountants and planners cement relationships

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A higher number of accountants who are not accredited to provide investment advice have been referring their self managed super fund (SMSF) clients to one rather than several financial planners

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Planner risk report: key findings

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Key findings of the Investment Trends 2013 Planner Risk Report: Adviser focus on life insurance has fallen back from its peak in 2012, but remains a key area. Insurance business

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2013 Member Sentiment & Communications Report

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Key findings of the Investment Trends 2013 Member Sentiment & Communications Report: MySuper set to become a battleground as competition grows between superannuation funds One-way valve to self-managed super funds

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Investment Trends 2013 Planner Business Model Report

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Key findings of the Investment Trends 2013 Planner Business Model Report: Return in investor confidence in early 2013 helped lift planners’ businesses Planners still see many challenges arising from FoFA,

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Confidence in global markets continues to rise

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The Certitude Global Investing Intentions Index shows investors even more determined to go global The number of leading investors planning to increase their exposure to overseas assets rose in July,

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Planners’ satisfaction with platforms reach a ten year high

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Satisfaction with platforms reached the highest level recorded in the ten years of this study’s history, surpassing the high that was achieved in 2012, according to a new report released

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