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Showing 161 - 170 of 528 results for "Investment Trend"

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
Self-managed superannuation (SMSF) trustees are 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 ...

Iress adds to executive team

ELIZA BAVIN  |  WEDNESDAY, 5 AUG 2020
The financial services technology company has added the newly created role of chief commercial officer to its leadership team. Michael Blomfield will step into the role and will be responsible for Iress' business growth objectives, including increasing ...

Super fund satisfaction mixed, SMSFs unhappy

ELIZABETH MCARTHUR  |  TUESDAY, 14 JUL 2020
At a time when many Australians are engaging directly with their superannuation fund for the first time, member satisfaction appears mixed, with two separate surveys producing some opposing views. That's according to the latest insights from Roy Morgan ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
New research has revealed Australia's financial advisers switched between various investment platforms in their search for better service and support in the wake of the Royal Commission and COVID-19 pandemic. Investment Trends' 2020 Planner Technology ...

AFA, FPA share bleak view of industry

ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
Australia is still dragging the chain on robo-advice but there is hope for local providers, according to new global research on the take-up of the technology. Latest Investment Trends shows Australia is still lagging behind when it comes to the adoption ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
Advisers using BT's flagship platform now have access to a suite of State Street ETF model portfolios, as the popularity of managed accounts continues to climb. All State Street risk-based ETF model portfolios are now accessible through BT Panorama ...

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
Regulatory and compliance burden is a bigger challenge and disruption for financial advisers than COVID-19, the global pandemic that has ripped both economies and lives to shreds. In an interview with Financial Standard, Investment Trends research director ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
Latest research on financial advisers' use of managed accounts shows their increasing popularity among advisers with lower-balance clients. Once reserved for wealthy clients, managed accounts are proving popular for financial advisers with lower-balance ...

Trading platforms see record use

HARRISON WORLEY  |  THURSDAY, 9 APR 2020
The COVID-19 pandemic saw Australia's equity markets become a hive of activity throughout March, as self-directed investors moved to protect their portfolios from the crisis' economic fallout. Investment platform Self Wealth released its quarterly ...