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Showing 1 - 10 of 469 results for "Investment Trends"

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
A new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
Investment Trends research has revealed 11.8 million Australians have unmet financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
Investment Trends 2023 Platform Benchmarking Report has positioned HUB24 as the best full-function platform, narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
Active online investor numbers have continued to decline, albeit at a slower rate, according to an Investment Trends report. The report, which surveyed more than 15,000 retail investors and traders in Australia, revealed a contraction to 1.22 million ...

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... Australian ETF industry's record high of $177.5 billion in FUM by year's end. In parallel, Betashares and Investment Trends research indicates a surge in investor interest in equities ETFs, with 53% planning to invest in international equities ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... ethical and responsible investment options." According to the third 2023 Responsible Investing Report, created by Investment Trends in partnership with Australian Ethical, 29% of potential responsible investors say they don't understand responsible ...

Local investors continue to flock to ETFs: VanEck

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... closely at 50%. Meanwhile, a small minority (14%) have no investment plans for next year. VanEck noted that these investment trends closely mirror last year's patterns, indicating sustained investor interest, even amid market uncertainty. The survey ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... rate fluctuations, and presenting an evolving challenge in financial planning for retirement." However, TAL and Investment Trends' recent Retirement Income report found fewer than 5% of retirees are concerned about still having debts to pay off in retirement. ...

Macquarie brings long-awaited ETFs to market

CHLOE WALKER  |  WEDNESDAY, 22 NOV 2023
... equity markets. MQDB invests in global fixed income instruments, with a focus on quality growth through long-term investment trends. The fund is managed by MAM head of global fixed income Matthew Mulcahy, and senior portfolio managers Shaughn Wilkie ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise the significant impact ...
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