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Showing 1 - 10 of 27 results for "Planner Technology"

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... better service and support in the wake of the Royal Commission and COVID-19 pandemic. Investment Trends' 2020 Planner Technology Report found that 29% of financial advisers stopped placing new business on a platform in the past year, with the average ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... available as is a new SMSF dashboard with integrated accounting software. According to Investment Trends' 2019 Planner Technology Report, BT Panorama is the highest rated platform for mobile access and level of fees. "Change in the industry is unprecedented ...

Netwealth distribution lead exits

JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2019
... The platform provider was recently voted as the top platform by overall satisfaction in the Investment Trends Planner Technology Report for 2019, with 55% of users rating their overall satisfaction as 'very good'. It also recently renewed its sponsorship ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... advisers are becoming increasingly concerned with how to provide affordable advice. Investment Trends' 2019 Planner Technology Report revealed more advisers are struggling to provide affordable financial advice, with 43% of surveyed advisers citing it ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... client relationships using technology-based solutions to interact and disseminate information, this year's Planner Technology Report found. The younger generation of planners are driving the digital client experience trend, starting with virtual ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... RoA generation now offered by HUB24, Netwealth and OneVue is also creating business efficiencies. "Our latest Planner Technology Report shows that advisers want the next generation of platforms to play a greater role in advice delivery, and many leading ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... third of all advisers and account for two-thirds of the industry's growth. Further, the Investment Trends 2017 Planner Technology Report shows non-institutionally aligned platforms currently have the fastest growth while also topping polls for client ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial planners would consider switching platforms, either for lower administration fees (47%) or ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology Report surveyed 878 Australian financial planners to assess their technology needs and identify key trends in platform and ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
... wrap platforms, which were then compared to the adviser preferences identified in the researcher's regular Planner Technology reports. After netwealth, the next highest-rated platforms were Colonial First State FirstWrap, HUB24, Asgard eWRAP and MLC ...
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