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Showing 11 - 14 of 14 results for "Investment Trends shows"

Advisers use more insurers, but main provider still key: research

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... of insurers they use, but being an adviser's main insurance provider remains essential, new research by Investment Trends shows. After four years of planners consolidating insurers, advisers have increased the numbers and the typical planner now uses ...

Baby boomers account for four in five dollars under advice

MARK SMITH  |  TUESDAY, 27 MAY 2014
... financial planning clients, and four out of every five dollars under advice, the latest report from researcher Investment Trends shows. An aging population and generational wealth differences have made retirees and pre-retirees the pre-eminent markets ...

Advisers' client numbers down

BEN COLLINS  |  MONDAY, 3 DEC 2012
... dropped 20%, down from three million to 2.4 million, new research shows. The report from research-house Investment Trends shows that while fewer Australians are now using financial planners, remaining clients are much happier than a year before, when ...

More platform inflows through SMSFs

RUTH LIEW  |  THURSDAY, 14 OCT 2010
Research from Investment Trends shows more than 75 per cent of planners invest some portion of SMSF inflows through a platform - up from 65 per cent a year ago. Planners also estimate that 43 per cent of their clients' total SMSF assets were invested ...
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