Search ResultsShowing 1 - 10 of 100+ results for "Investment Trends"
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... functionality is now available as is a new SMSF dashboard with integrated accounting software. According to Investment Trends' 2019 Planner Technology Report, BT Panorama is the highest rated platform for mobile access and level of fees. "Change in ...
Advisers struggle with untapped SMSF market
KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report, which found the number of SMSFs have skyrocketed disproportionately to the financial advice ...
Super funds hard to engage with: Research
ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... to engage their super fund in the last 12 months gave up, according to new research. New insights from the Investment Trends Super Fund Member Sentiment and Communications Report shows 67% of super fund members attempted to engage with their super ...
Netwealth distribution lead exits
JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2019
... replacement. The platform provider was recently voted as the top platform by overall satisfaction in the Investment Trends Planner Technology Report for 2019, with 55% of users rating their overall satisfaction as 'very good'. It also recently ...
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 ...
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of ...
Managed accounts grow, but education remains low
HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... deficiencies. Global asset manager State Street Global Advisors released research in conjunction with Investment Trends that reveals almost double the amount of financial advisers are recommending the use of managed accounts than five years ...
More advisers using ETFs
KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... financial advisers using ETFs for their clients has increased last year, according to the latest BetaShares Investment Trends ETF report. About 47% of advisers used ETFs in 2017, the report shows. This number has since grown to 53%. A further 16% ...
Smaller platforms continue to excel
HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
Smaller platform players continue to make gains against their institutional competitors, according to Investment Trends' latest report. Netwealth and HUB24 were top of the platform pile in 2018 according to the firm's annual benchmarking ...
Digital engagement boosts investing demand
KARREN VERGARA  |  TUESDAY, 12 MAR 2019
... social media platforms and a new generation of brokers to meet online investing demand, a new survey shows. Investment Trends' latest Online Broking Report found investors are turning to blogs and online forums to deepen their financial literacy ...
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