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Showing 91 - 100 of 519 results for "Investment trends"

Confidence in a 'comfortable' retirement nears lows

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
Pre-retiree confidence levels are reaching near historic lows, according to an Investment Trends report. Confidence levels have plummeted to 10-year lows in pre-retirees feeling prepared for their next stage of life, and only half cited they feel prepared ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
Eric Blewitt will take over as chief executive of Investment Trends later this month, as Sarah Brennan becomes chair of the research house's newly established advisory board. Blewitt has over 25 years of experience leading wealth management and ...

Proposed CFD class action targets IG Markets

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2022
... including the US, while ASIC placed strict conditions on them to stem significant losses seen in 2020. According to Investment Trends, 117,000 people placed at least one CFD or FX trade in 2020; between March and April 2020, more than $774 million was ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found that 60% of Australian HNWs identify as ...

Increasing number of advisers look to self-licence

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
... advisers that are looking to leave their licensee are planning to go it alone, research shows. According to Investment Trends' Adviser Business Model Report, about 70% of those looking to move in the next 12 months plan to become self-licensed. That ...

Online investor numbers taper out: Report

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
Retail investor numbers have dropped as pandemic-driven hype dampens according to an Investment Trends, 2022 First Half Australia Online Investing report. The report reveals retail online investor numbers have begun to ease. An estimated 1.47 million ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... a hotly contested platform space, competition for adviser relationships is fierce, according to part two of Investment Trends' latest Adviser Technology Needs Report. The report found the percentage of new inflows by advisers through platforms decreased ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... solutions going forward, making the advice preparation and implementation process more streamlined and effective," Investment Trends research director Dougal Guild said. However, he added, this comes with a need for greater integration and standardisation ...

AUSIEX chief executive retires

CHLOE WALKER  |  FRIDAY, 29 JUL 2022
... in the financial services industry, with previous roles chief operating officer and advisory board member at Investment Trends. In his place, Patrick Salis will become the new chief executive from September 1 and in the interim will perform the role ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... are calling for more educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing clients ...