Search Results | Showing 1 - 10 of 30 results for "Investment Trends report" |
| | | 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 ... |
| | | | ... administration and brought in over $480 million in total inflows through portfolio transfers. According to an Investment Trends report, Stake is also the largest Australian broker for US shares. Lloyd is currently also chair of DASH Technology Group ... |
| | | | Pre-retiree confidence levels are reaching near historic lows, according to an Investment Trends report. Confidence levels have plummeted to 10-year lows in pre-retirees feeling prepared for their next stage of life, and only half cited they feel prepared ... |
| | | | Self-managed superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which ... |
| | | | The federal government is driving hard the importance of accessing quality, affordable financial advice. Minister for Superannuation, Financial Services and the Digital Economy Jane Hume has flagged the opportunities the Morrison government will take ... |
| | | | ... our portfolio and we will ensure that our existing customers are not impacted." A recent Vanguard and Investment Trends report splits SMSF asset allocation into the following: direct shares (36%) cash and cash products (23%), managed investments (22%) ... |
| | | | Fintechs are deploying the next generation of financial planning applications and disrupting the traditional advice model, a new study has found. In response to advisers' demand for increased process efficiency and compliance automation, the latest ... |
| | | | Margin lending investors are voicing stronger intent to borrow more through their margin loans, indicating the group is becoming savvier as risk managers. The positivity comes amidst an industry-wide surge in attention to risk management, according ... |
| | | | ... service more clients (43%) and lower the cost of advice (41%). Australian robo-adviser Stockspot said the Investment Trends report supports its anecdotal evidence that financial planners are also positive about robo-advice. Stocksport chief executive ... |
| | | | ... deliver strong returns," CommSec managing director Paul Rayson said. This trend is backed up by a recent Investment Trends report stating that more than 20% of Australian traders plan on increasing their exposure on international equities, a significant ... |
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