Search Results | Showing 71 - 80 of 473 results for "Investment Trends" |
| | ... trillion in investable assets, new research shows. New research commissioned by Praemium and carried out by Investment Trends found the total number of millionaires in Australia jumped 31% to 635,000 over the last 12 months. Investors with $2.5 million ... |
| | | ... of investible funds remain the main barriers to seeking advice among those who have unmet advice needs, which Investment Trends calculates to be 61% of the eligible population. Those with unmet needs said they would turn to their super fund for advice ... |
| | | ... resign is the right one for me and my family," he said. Prior to Iress, Blomfield was the chief executive of Investment Trends. He also held senior roles at Commonwealth Bank, MF Global and Dendiri Advisory. Group executive of strategy and client solutions ... |
| | | ... individuals participating in online trading as interest in cryptocurrency grows, new research shows. The latest Investment Trends 2021 1H Australia Online Investing Report showed the number of online investors is up 35% year on year to May 2021 and nearly ... |
| | | The research house has hired an associate director, focused on the direct wealth space. Kurt Mayell joined Investment Trends on August 2. Mayell will lead a team of analysts focused on providing actionable market insights, competitive intelligence ... |
| | | ... accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or 'very good' for ease in demonstrating ... |
| | | ... successfully with several of Praemium's institutional clients." It comes as research undertaken by Praemium and Investment Trends showed around 60% of advisers are managing client assets off-platform which are typically managed on spreadsheets. Praemium ... |
| | | ... interests of clients and should be on approved product lists. Meanwhile, the latest SMSF research from Vanguard and Investment Trends found that SMSF assets have rebounded to an all-time high of $787 billion in March 2021 following COVID-induced losses ... |
| | | ... our chat-bot Blue working around the clock. We have also put on additional contact centre staff." According to Investment Trends data, there are over 9000 advisers on BT Panorama and also ranked first for overall brand association. "The latest insights ... |
| | | ... Report revealed Netwealth as the overall top-rated platform by financial advisers at 80%. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for platform functionality with a total score of ... |
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