Search Results | Showing 1 - 10 of 26 results for "Investment Trends survey" |
| | Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ... |
| | | ... AustralianSuper, Cbus, First State Super, Hostplus, Tasplan, HESTA and Sunsuper. UniSuper came in second in the Investment Trends survey, pipped at the post by ESSSuper. In third place was Catholic Super followed by Cbus. For the retail sector, Roy Morgan's ... |
| | | New research from Investment Trends has revealed the online brokers with the most satisfied customers in Australia. Bell Direct, CMC Markets and SelfWealth clients report the most satisfaction with their online broker. Bell Direct ranked first with ... |
| | | ... still have hills to climb to win financial planner recommendations, latest industry research shows. An Investment Trends survey of 495 financial planners, completed in June 2018, shows the industry is divided on the importance of health and wellbeing ... |
| | | ... year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible assets, 42% of respondents use at least one adviser, up ... |
| | | ... Platinum, which were revealed to have among the highest number of primary adviser relationships in a recent Investment Trends survey. But while those mega funds invest in very large companies and continue to attract assets, Pengana and Zell insist this ... |
| | | Appetite for managed funds is showing signs of increasing with almost half of investors saying they are considering them, according to Investment Trends. The researcher's '2014 Investor Product Needs Report' reveals that 46% of investors are open to ... |
| | | The number of investors holding $1 million or more has experienced the largest growth in the past five years, Investment Trends' latest report revealed. Australia minted 43,500 new millionaires over 2014 and the high net worth (HNW) investor population ... |
| | | ... last year and many are considering growth opportunities in international markets, according to a recent Investment Trends survey. The company's September 2014 Adviser Product Needs and Marketing Needs Report, released to Investment Trends clients in ... |
| | | ... help clients understand how funds fit within their portfolios and how it will help deliver outcomes. An Investment Trends survey of 768 planners found that only one quarter of advisers think that the information they receive from fund managers is adequate ... |
|