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Showing 101 - 110 of 471 results for "Investment Trends"

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 ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... solutions available that can house all of their clients' assets. According to joint research by Praemium and Investment Trends, more than half (59%) of the 211 advisers surveyed administer a portion of client assets off-platform. These assets include ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... likely to require more holistic advice in the future," the white paper said. Contributing to the whitepaper, Investment Trends research director Recep III Peker noted there are currently more than 2.6 million Australians actively looking for an adviser ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... exponentially affect performance," Klassen said. Voss agreed, arguing that "ethical investing is one of the strongest investment trends globally, [making] us delighted and proud to be partnering with Nucleus Wealth to bring our clients this offering". ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... number of Australians seeking financial advice has doubled from five years ago, a new report finds. According to Investment Trends, 2.6 million non-advised Australians want the services of a financial planner over the next two years. This demand has ...

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
... anticipating capital gains of 1.3% over the next 12 months from local shares. That's according to the latest data from Investment Trends which shows advisers remain bearish, despite the All Ords having rebounded by over 30% since the March sell-off. ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the global pandemic ...

Retail investors surpass one million

ALLY SELBY  |  FRIDAY, 21 AUG 2020
... beginning of the year, with now more than one million punters trying to profit from recent market volatility. In Investment Trends 2020 1H Online Investing Report, the research house found the number of active online investors grew from about 750,000 ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... faced with unmet advice needs as costs and confidence in financial advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet advice needs in investment strategy, retirement ...