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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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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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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SMSFs direct share love affair

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Vanguard and Investment Trends release comprehensive new research on SMSF investors. Key points: SMSF assets grew to $496 billion in the year to March 2013 representing 32 per cent of

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Who’s winning the SMSF advice race?

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Vanguard and Investment Trends release new research examining the success and challenges financial advisers are experiencing in the SMSF space. Key points: Advisers thriving in the SMSF sector say that

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Aussie investors bullish on global markets

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The majority (68%) of Australia’s leading1 investors believe global markets will rise over the next year. A greater number of these investors also plan to increase their investments in overseas assets

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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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Investment Trends 2013 Planner Technology Report

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Key findings of the Investment Trends 2013 Planner Technology Report: XPLAN continues to lead the planning software market with the largest number of adviser relationships Midwinter has the highest satisfaction

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Australians are the world’s most loyal share traders

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Investment Trends has released the first ever Global Online Broking Report, covering the United States, United Kingdom, Germany, Australia, France and Singapore.  Over 92,000 investors took part, making it by

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Planners’ use of listed investments reach the highest level recorded

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With planner and investor concern levels dropping to their lowest point for over three years in February, both planner and investor appetite for growth assets bounced back, according to a

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