Investment Trends in the media – 2009

Big potential for retirement income planning
Asia Insurance Review | Dec 19, 2009

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Planners want insurance integration
Financial Standard | Dec 11, 2009
Ruth Liew
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Fickle bunch is hard to please
Financial Times | Dec 10, 2009
Matthew Vincent
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Untapped Revenue Opportunity from Risk Products – Report
riskinfo | Dec 10, 2009

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Risk market offers untapped potential, research claims
Money Management | Dec 10, 2009
Angela Faherty
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Risk opportunity for software and platforms
Investor Daily | Dec 10, 2009
Christine St Anne
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Retirees feeling the pinch
Sydney Morning Herald | Dec 5, 2009
Annette Sampson
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Retirement plans still ignored
InvestorDaily | Dec 04, 2009
Christine St Anne
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GFC widened retirement savings gap
Money Management | Dec 03, 2009
Mike Taylor
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Report finds retirement income advice shortfall
Financial Standard | Dec 03, 2009

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Investors switch between spread betting providers
Financial Times | Nov 10, 2009
Alice Ross
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Product complexity abandoned
Money Management | Oct 30, 2009
Benjamin Levy
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SMSF advisers working harder for less money
Investor Daily | Oct 21, 2009
Darin Tyson-Chan
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SMSF planner fees plunge with market
SMSF Essentials | Oct 20, 2009
Benjamin Levy
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Reformatting the financial planning software sector

Money Management | Oct 15, 2009
Benjamin Levy
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IRESS and Coin continue market domination
Money Management | Oct 15, 2009
Benjamin Levy
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Communication is key
Investor Daily | Oct 09, 2009
Alice Uribe
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Brilliant Thieves
Investor Weekly | Sep 21, 2009
Christine St Anne
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Trust takes a nosedive
Sydney Morning Herald | September 30, 2009
Martin Roth
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SMSF sector a positive for fund managers
Investor Daily | September 29, 2009
Darin Tyson-Chan
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More go it alone with super
Sydney Morning Herald | September 26, 2009
Annette Sampson
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SMSFs more upbeat as global financial crisis begins to ease AMP
AMP Capital | September 24, 2009

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SMSFs snap up blue chip shares
Financial Standard | September 25, 2009
Ruth Liew
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SMSF trustees happy with choice: survey
Investor Daily | September 25, 2009
Darin Tyson-Chan
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Trust in managed funds and planners takes hit
Money Management | September 24, 2009
Mike Taylor
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More than half plan to ditch super funds
The Australian | September 17, 2009
Sara Rich
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More than half would rather invest themselves
perth now | Sep 16, 2009

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Investor confidence in fund managers dives
The Age 16-September-09

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Switching super funds on the rise: survey
Financial Standard | September 16, 2009
Michael Hobbs
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Trust in managed funds and planners takes hit
Money Management | September 16, 2009
Mike Taylor
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GFC causes distrust of financial services
Investor Daily | September 16, 2009
Darin Tyson-Chan
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Platform satisfaction slips in 2009
Investor Daily | September 04, 2009
Vishal Teckchandani
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It’s a gamble either way
Sydney Morning Herald | September 02, 2009
Annette Sampson
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ASIC targets derivatives providers over client money use
Trading Room | August 07, 2009
Alison Bell
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CFD market poised for rapid growth
Trading Room | August 06, 2009
Alison Bell
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CFD demand rises with equities recovery
Financial Standard | August 05, 2009
Michelle Baltazar
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The power of platforms in a consolidating world
Investment Magazine | August 05, 2009
Kristen Paech
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DIY opportunities for wraps
Money Management | July 23, 2009
Tim Hewson
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Better insurance tech from IRESS
Financial Standard | July 16, 2009
Company Release
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Platform money flows back into markets
Financial Standard | July 15, 2009
Michael Hobbs
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Netwealth eyes Navigator planners
Money Management | July 09, 2009
Liam Egan
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Should you follow the index?
Eureka Report | July 01, 2009
Scott Francis
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Tailoring to the needs of HNWIs
Investor Daily | June 29, 2009
Victoria Papandrea
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NAB and Aviva rule platform land
Financial Standard | June 22, 2009
Ruth Liew
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Financial planners increasingly using fee-for-service models
Money Management | June 18, 2009
Amal Awad
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Making somebody else’s hindsight your foresight
Money Management | May 28, 2009
Paul Resnik, Dan Ratner
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Aviva Australia enhances retirement products
Money Management | May 27, 2009
Benjamin Levy
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Support vanishes into thin air
Professional Planner | Apr 07, 2009
Sally Wells
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Simplicity rules
Age | Apr Sydney Morning Herald, 22, 2009
Barbara Drury
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Avanteos named as top platform
Money Management | Apr 15, 2009
Mike Taylor
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Index funds: Building predictability into portfolios
Money Management | Apr 09, 2009
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Platform consolidation and churn rising, finds research
Investment Magazine | Mar 31, 2009
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Plugging into opportunities
Money Management | Apr 02, 2009
Alan Dunn
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Coin makes marketing easy
Financial Standard | Mar 26, 2009
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ETF numbers to rise
Investor Daily | Mar 18, 2009
Vishal Teckchandani
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Effective advice eluding high-net-worth clients
Money Management | Mar 24, 2009
Liam Egan
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Financial planners burnt by redemption freeze
Money Management | Mar 19, 2009
Liam Egan
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Adviser support for ETF grows
Money Management | Mar 17, 2009
Liam Egan
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In search of control: will the financial crisis cause an influx into SMSFs?
Investor Daily | Mar 09, 2009
Wouter Klijn
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XPLAN tops planners’ list
Financial Standard | Mar 03, 2009
Ruth Liew
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IOOF quadruples platform reach after Skandia buy
Financial Standard | Mar 02, 2009
Michelle Baltazar
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To hedge or not to hedge
Professional Planner | Mar 01, 2009
Kristen Paech & Simon Hoyle
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Attitudes divided on margin lending
Professional Planner | Mar 01, 2009
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Alternative investors look to more returns and tax efficiency
Money Management | Feb 25, 2009
Benjamin Levy
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Financial planners shift towards life insurance
Insurance News | Feb 23, 2009
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Growing Focus on Risk Advice – More Evidence
Risk Info | Feb 20, 2009
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Zurich on top as planners turn to risk … and demand grows for technology solutions
Professional Planner | Feb 19, 2009
Simon Hoyle
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Planners champion risk advice
Financial Standard | Feb 19, 2009
Ruth Liew
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Planners shift focus to life insurance
Investor Daily | Feb 19, 2009
Christine St Anne
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New home for $58 billion
Financial Standard | Feb 10, 2009
Michelle Baltazar
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Planning clients ready to invest on upturn
Money Management | Feb 10, 2009
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Under lock and key: protecting investor capital
Investor Daily | Feb 02, 2009
Kate Kachor
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Get your practice on the advice track
Money Management | Feb 05, 2009
Matthew Esler
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SMSFs to account for a third of planner revenue
Professional Planner | Feb 01, 2009
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Platforms drop deadweight funds
Money Management | Jan 23, 2009
Liam Egan
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Australians optimistic about the future
Dynamic Business | Jan 22, 2009
Jessica Stanic
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