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Showing 131 - 140 of 520 results for "Investment trends"

Fidelity hires sustainability director

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... "Gabriel will play an important part in helping the Sustainable Investing function identify long-term sustainable investment trends and strategic opportunities for our clients," Tan said. Wilson-Otto joins Fidelity from BNP Paribas Asset Management where ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
New research from Investment Trends has revealed how investors choose ESG product providers, and it's bad news for some of the big names in funds management. According to the research, conducted by Investment Trends and Australian Ethical, 87% of ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
New research from Investment Trends has revealed that high-net-worth investors in Australia have changed their view of professional financial advice since the pandemic. Investment Trends found that there are 485,000 HNW investors in Australia as of ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use managed accounts for ESG while 60% are already using managed ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
Praemium has appointed two to its distribution team as it continues to build momentum on the back of acquiring Powerwrap. Shane Muscat was appointed head of strategic sales in March, while Dale Wright joins as senior business development manager. Muscat ...

Mason Stevens bolsters Melbourne team

ANNABELLE DICKSON  |  WEDNESDAY, 31 MAR 2021
... investments under management or administration and was recently recognised as the most improved platform in the latest Investment Trends 2020 Platform Competitive Analysis and Benchmarking Report.

HUB24 hits fund managers with higher fees

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
Fund managers that use HUB24's platform have received updated contracts this month, listing a significant increase in their "reporting fees". HUB24 charges fund managers a reporting fee if they want to see which financial advisers and/or dealer ...

Investor population rises for global equities

ANNABELLE DICKSON  |  THURSDAY, 11 MAR 2021
... trade listed investments for the first time, having set their sights on global equities, new research shows. Investment Trends 2020 2H Online Investing Report found that 435,000 Australians placed their first trade in the last 12 months, bringing the ...

HUB24 lifts inflows, profit flat

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... excellence has been recognised this week with the company being awarded Australia's Best Platform Overall by Investment Trends," Alcock said. The platform said the proposed $60 million acquisition of Xplore Wealth is on track to be completed on 2 March ...