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Showing 151 - 160 of 528 results for "Investment Trend"

Fidante signs on new partner

KANIKA SOOD  |  WEDNESDAY, 18 NOV 2020
... will be invaluable as we position the firm for our next phase of growth," Lin said. "We believe this thematic investment trend is a compelling proposition, especially given that the sector has proven to be exceptionally resilient and has historically ...

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
A new functionality on the Praemium platform is helping financial advisers on-board clients more efficiently. Praemium's integration with Iress' financial planning software Xplan enables advisers to initiate new applications more seamlessly. The new ...

ESG push not going anywhere

ELIZA BAVIN  |  FRIDAY, 13 NOV 2020
Close to 90% of investors globally are asking their fund manager for environmental, social and governance (ESG) products, according to the 2020 EY Global Alternative Fund Survey. According to the survey, allocators are increasingly focused on ESG products ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
Off-platform assets are increasingly taking up more of financial advisers' time as many express frustration with the lack of solutions available that can house all of their clients' assets. According to joint research by Praemium and Investment Trends ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
The advice industry is faced with increasing demand for affordable and accessible financial advice and implementing digital solutions to segment clients could be the answer, according to a new whitepaper. Digital advice provider Six Park's latest whitepaper ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
The 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 ...

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
This year is the first time financial advisers have been less optimistic than retail investors, with advisers only anticipating capital gains of 1.3% over the next 12 months from local shares. That's according to the latest data from Investment Trends ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
Many advised 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 ...

Retail investors surpass one million

ALLY SELBY  |  FRIDAY, 21 AUG 2020
The retail investor population has surged 41% since the 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 ...