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Showing 11 - 20 of 26 results for "Investment Trends survey"

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... an authorised representative of a big licensee and provide advice in the client's best interest." An Investment Trends survey from May 2014 reported a 55% increase in the proportion of advisers intending to switch dealer groups in the next 12 months ...

More Australians opt for advice through super

JAMES FERNYHOUGH  |  MONDAY, 10 FEB 2014
Superannuation funds, and industry funds in particular, are on track to becoming the favoured channel for consumers seeking financial advice, according to a new survey by Investment Trends. The Investment Trends September 2013 Advice Report found that ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
... margin lenders for better features, including margin call protection and early margin call warning. The Investment Trends survey was conducted among 715 planners between September and November 2013.

Clients favour modular advice

BEN COLLINS  |  TUESDAY, 4 DEC 2012
Most clients don't want a long, face-to-face interview with their financial planner and business models should change to better meet their needs, research shows. Investment Trends surveyed 1,375 Australian adults in August through to September this ...

Professional membership sees advisers paid more

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Financial planers who belong to a professional body earn more money, research shows. Research house Investment Trends surveyed 845 financial planners in October this year, and found that Financial Planning Association (FPA) members earn 33% more than ...

Platforms hoard cash amid FOFA uncertainty

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
Platforms are hoarding cash, according to the latest report from Investment Trends, as uncertainty surrounding FOFA implementation sees providers readying themselves for the possibility of rushing through development for compliant products. "FOFA reforms ...

Margin lending suffers from adviser misconception

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
... loans if interest rates were 1% higher, a substantial jump from 38% saying this in December 2010." The Investment Trends survey found that line of credit against property is now the largest share of borrowed funds used for investing through planners. ...

Industry fund members switch to SMSFs

RUTH LIEW  |  TUESDAY, 16 NOV 2010
... self-managed super funds, poor investment performance and lacklustre communication, research shows. An Investment Trends survey of 8,500 fund members found that nearly one in four industry fund members (23 per cent) are considering switching from their ...

Planners welcome comms ban

RUTH LIEW  |  WEDNESDAY, 2 JUN 2010
... financial planners view the government's ban on commissions as beneficial to the industry, according to an Investment Trends survey. According to the survey of 472 planners, 50 per cent believe the Government's intention to remove commissions by 2012 ...

Fixed income gains pace among SMSFs

RUTH LIEW  |  MONDAY, 31 MAY 2010
... increasing interest rates draw investor interest, new research shows. According to the latest Multiport SMSF Investment Trends Survey, investments in fixed-interest instruments, such as term deposits of 12 months or more, debentures and listed hybrid ...