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Showing 111 - 120 of 474 results for "Investment Trends"

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the global pandemic ...

Retail investors surpass one million

ALLY SELBY  |  FRIDAY, 21 AUG 2020
... beginning of the year, with now more than one million punters trying to profit from recent market volatility. In Investment Trends 2020 1H Online Investing Report, the research house found the number of active online investors grew from about 750,000 ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... faced with unmet advice needs as costs and confidence in financial advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet advice needs in investment strategy, retirement ...

Iress adds to executive team

ELIZA BAVIN  |  WEDNESDAY, 5 AUG 2020
... business growth objectives, including increasing growth at scale, Iress said. Blomfield will join Iress from Investment Trends where he currently serves as chief executive, a role he has held for over four years. Prior to that, he held senior roles at ...

Super fund satisfaction mixed, SMSFs unhappy

ELIZABETH MCARTHUR  |  TUESDAY, 14 JUL 2020
... previous month, it's an increase of 2.9% on the same time last year. The findings are in opposition to those of Investment Trends and its Super Fund Member Sentiment and Communications Report which found satisfaction has dropped by 1% year on year, however ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... platforms in their search for 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 ...

AFA, FPA share bleak view of industry

ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
... few new advisers coming into the industry," Anderson said. AFA chief executive Phil Kewin added that recent Investment Trends research had found that fewer Australians are accessing financial advice, the logical end result of a smaller industry. The ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... there is hope for local providers, according to new global research on the take-up of the technology. Latest Investment Trends shows Australia is still lagging behind when it comes to the adoption of robo-advice, with just 7% of active online investors ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... classes, sectors and product issuers thanks to their open architecture investment structure. The recently released Investment Trends 2020 Managed Accounts Report highlighted the ongoing growth of managed accounts, particularly among advisers with lower-balance ...

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
... global pandemic that has ripped both economies and lives to shreds. In an interview with Financial Standard, Investment Trends research director Recep Peker revealed 69% of advisers named compliance burden as their biggest challenge, with advisers spending ...