All Articles tagged with 'King Loong Choi'

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Planners are relying on insurance providers more than ever: 2018 Planner Risk Report

From Investment Trends

Investment Trends has released its 2018 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The report, now in its tenth year, draws

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24 Aug 2018

Satisfaction with super funds is increasing, but members still want more: Investment Trends

From Investment Trends

Investment Trends has released its flagship 2018 Super Fund Member Sentiment and Communications Report, an in-depth study of super fund members’ attitudes, behaviours, needs and priorities. The report, now in

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31 Jul 2018

Platforms actively combating cyber fraud: Investment Trends report

From Investment Trends

Leading research firm Investment Trends has released its 2017 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients.

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06 Mar 2018

Australians are feeling better prepared for retirement: Investment Trends 2017 Retirement Income Report

From Investment Trends

Leading research firm Investment Trends has released its latest Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and post-retirement issues. The report is based on a large-scale

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07 Feb 2018

Demand for advice from financial planners is at a record high: Investment Trends

From Investment Trends

Key highlights from the Investment Trends 2017 Financial Advice Report: The demand for advice from financial planners is at a record high Financial planners face challenges in expanding their client

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02 Nov 2017

Life insurance advice is challenging, and insurer and technology provider initiatives are more vital than ever

From Investment Trends

In its ninth year, the Investment Trends 2017 Planner Risk Report provides an in-depth study of Australian financial planners’ advice on life insurance. The latest edition is based on a

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28 Sep 2017

Industry-wide collaboration necessary to better prepare Australians for aged care costs: Investment Trends 2016 Retirement Income Report

From Investment Trends

Leading research firm Investment Trends have released its 2016 Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and postretirement issues. The report is based on a large-scale

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21 Mar 2017

2016 Platform Benchmarking & Competitive Analysis Report: Platform innovation booming following years of focus on compliance

From Investment Trends

Leading research firm Investment Trends yesterday released its 2016 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners. The report covers

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01 Mar 2017

Key findings of the Investment Trends 2016 SMSF Accountant Report

From Investment Trends

SMSF accountants struggle to meet 30 June Australian Financial Services License deadline Newly licensed accountants have strong appetite for education. Fund Managers and brokers have an opportunity to step up

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01 Jun 2016

Investors finding it harder to identify investment opportunities: Investment Trends 2015 Investor Product Needs Report

From Investment Trends

Key findings of the Investment Trends 2015 The 2015 Investor Product Needs Report is an in-depth study of Australian investors’ investing behaviour and their usage of various investment products. The

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31 Mar 2016

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]