Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 161 - 170 of 535 results for "Investment Trend"

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 ...

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 ...