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Showing 1 - 10 of 14 results for "Investment Trends shows"

Investors sweat over inflation, interest rates: Survey

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
The latest data from Investment Trends shows yield expectations among equities investors are at a 15-month low and concerns over rising inflation and likely increases to interest rates are growing. A survey of active investors in March reveals greater ...

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
... deliver capital gains of 3.5% over the next 12 months, according to new research. The latest study from Investment Trends shows financial advisers are much more optimistic about local shares than they were last year, with expectations of 3.5% in capital ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... 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 in ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
Latest research from Investment Trends shows financial 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 ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs allocated more than 50% of their portfolio to one investment type. Further, 82% of SMSFs surveyed said diversification ...

Aussies turn to online trading in droves

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... of retail online investors in Australia is the highest it's been since the GFC, the latest insight from Investment Trends shows. According to a new report, 645,000 Australians placed at least one share trade last year, compared to just 640,000 in 2016. ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
... or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% in 2017 with financial planners indicating they have clear ...

Workers' retirement angst growing

KARREN VERGARA  |  MONDAY, 20 MAR 2017
... for retirement, while those already retired fear of outliving their savings, the latest research from Investment Trends shows. According to the 2016 Retirement Income Report, 44% of the 6987 surveyed over the age of 40 feel prepared for retirement, with ...

Retirement fears herald advice opportunity

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... super fund members are confident they will be able to finance their retirement, the latest research from Investment Trends shows. The research firm's 2016 Member Sentiment and Communications Report shows less than 10% of members feel their super savings ...

Challenger annuities join CFS platforms

DARREN SNYDER  |  MONDAY, 10 AUG 2015
... annuities to manage retirees' concerns of outliving their savings," Rogan said. Elkins said research by Investment Trends shows about 60% of advisers are using or planning to use annuities in 2015 - more than double the level in 2012. Challenger annuities ...
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