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Showing 151 - 160 of 472 results for "Investment Trends"

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... advise on responsible investing has almost doubled in the past two years, the latest industry survey reveals. The Investment Trends 2018 Adviser Product and Marketing Needs Report, which surveyed 766 Australian financial planners, found 34% now provide ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
... difficult in the short term thanks to financial services Royal Commission. This is further dampened by latest Investment Trends research, which shows consumer trust in financial planning is at an all-time low. In the last 12 months, trust in financial ...

Lenders must recognise millennial wealth strategies

DARREN SNYDER  |  TUESDAY, 27 NOV 2018
... online investors are gearing their investment portfolio and this could double in the next 12 months, the latest Investment Trends study reveals. And millennials are playing catchup. The research house recently released its 2018 Borrowing to Invest Report ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... despite more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs allocated more than 50% of their portfolio to one investment type. Further, 82% of SMSFs surveyed said ...

Trust in advice hits record low

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... advice are significantly less likely to recommend it post-Royal Commission, new research shows. A new survey from Investment Trends asking consumers to rate trust levels out of 10 shows trust in financial advisers has dropped from 5.1 to 4.8 out of 10 ...

October volatility sours investor outlook

KARREN VERGARA  |  TUESDAY, 6 NOV 2018
... confidence and many are expressing cynical outlooks for 2019 not seen since the Global Financial Crisis, latest Investment Trends insight shows. About 2100 retail investors canvassed in Investment Trends' Investor Intentions Index said they are anticipating ...

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
... partner with a licensed external RE and leverage Panorama's solutions to deliver bespoke SMA solutions. Citing Investment Trends, BTFG said there are no signs that the growing popularity of managed accounts will abate. About 70% of the financial advisers ...

AFA rejects criticism over grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 26 SEP 2018
... Treasury paper estimates grandfathered commissions account for between nine and 19% of adviser revenues; however Investment Trends research indicates the number has declined significantly from 30% in 2010 to 9% today. "We do not believe that sufficient ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... programs still have hills to climb to win financial planner recommendations, latest industry research shows. An Investment Trends survey of 495 financial planners, completed in June 2018, shows the industry is divided on the importance of health and ...

Frequent traders re-evaluate broking landscape

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... frequent traders - a group which has spiked in its considerations about switching broking platforms. Research firm Investment Trends said 9% of traders which transact more than four times a month or on a frequent basis have decided to switch their online ...