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Showing 91 - 100 of 469 results for "Investment Trends"

NEOS, ClearView lead satisfaction

ELIZABETH MCARTHUR  |  TUESDAY, 9 FEB 2021
New research from Investment Trends has measured how satisfied risk advisers are with their main life insurers across key service areas, NEOS Life and ClearView on top. It found that NEOS overtook ClearView to become the insurer advisers are most satisfied ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
Investment Trends has appointed a new head of strategy as part of its effort to expand consumer and intermediary research. Andrew Tunny joins the Sydney-based research firm having recently worked as a state manager for MLC Advice partnerships. Tunny ...

Investment Trends names new head of research

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
Investment Trends has announced a new head of research as Recep Peker steps down to support the business in an advisory capacity. Irene Guiamatsia will step into the role, bringing two decades of experience spanning academia, market research and financial ...

ASI appoints new APAC chief

ELIZA BAVIN  |  WEDNESDAY, 27 JAN 2021
... business will support our growth ambition," Bird said. "His acute understanding of client needs, and evolving investment trends will be vital, as we focus on the significant opportunities in the region and delivering a diverse array of future-fit investment ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... $2900. "This is unaffordable for many consumers and more than they are willing to pay. For example, in 2019, Investment Trends reported that financial planners estimated that the average cost for full or comprehensive advice was $2900. For more limited ...

SelfWealth launches US trading

ELIZABETH MCARTHUR  |  MONDAY, 7 DEC 2020
... its platform and it is the equal second-largest non-bank online trading platform in Australia, according to Investment Trends. SelfWealth's US trading capability is provided through a long-term partnership with a global financial organisation, PhillipCapital. ...

Investment Trends names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 26 NOV 2020
Investment Trends has confirmed the appointment of a new chief executive, whose resume includes roles with MLC Life, Mortgage Choice and AMP Superannuation. The research house has appointed Sarah Brennan as chief executive, replacing Michael Blomfield ...

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... GFC missed the rebound in markets and had not switched back by the end of 2009-10. Meanwhile, research from Investment Trends found that people who access financial advice feel more confident about their retirement incomes. MLC Wealth research also found ...

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
... increasing connectivity to create a simpler and easier experience for advisers." Joint research by Praemium and Investment Trends found more than half (59%) of the 211 advisers surveyed administer a portion of client assets off-platform. Many advisers ...

ESG push not going anywhere

ELIZA BAVIN  |  FRIDAY, 13 NOV 2020
... with their fund managers on how ESG is incorporated into their investment-making decision. EY said that while investment trends and client engagement on ESG across Asia-Pacific remain high, alternative funds have more work to do when it comes to resourcing ...