Search Results | Showing 161 - 170 of 472 results for "Investment Trends" |
| | | ... satisfied with their funds than the previous year but an increasing number is looking to switch funds, according to Investment Trends. Latest insight shows 71% of super fund members rated their level of satisfaction with their main fund as 'good' ... |
| | | | ... life insurance and other forms of trail commissions - not just super and investment products," Anderson said. Investment Trends research has also suggested that trail commissions of this kind only contribute to an average of 9% of practice revenues ... |
| | | | ... already receive over the phone or in person. Enhancements to the funds' online experience come on the heels of Investment Trends latest Member Engagement report, which said digital transformation was still challenging for super funds. The report ... |
| | | | ... isn't helping. The good news is professional standards reform is helping restore the reputation of the industry, Investment Trends research reveals. In the 12 months to May, financial planners lost 35 active clients and gained 20, netting to a lower ... |
| | | | ... portion of our portfolio and we will ensure that our existing customers are not impacted." A recent Vanguard and Investment Trends report splits SMSF asset allocation into the following: direct shares (36%) cash and cash products (23%), managed investments ... |
| | | | ... soon have more choice and it's up to the incumbents to see if they are ready for the challenge, Woods said. Investment Trends research released last month showed financial planners are increasingly looking for digital means to engage clients. The ... |
| | | | ... "100-page doorstops" that contribute to a lack of client engagement and understanding. A recent survey from NAB and Investment Trends found financial advisers using managed accounts save an average of 12.4 hours per week on portfolio management tasks. ... |
| | | | ... member engagement services in 2017, at a time when funds across the industry grapple with digital transformation, Investment Trends research shows. Sunsuper, HESTA, QSuper and Hostplus round out the top five in the rankings, with Rest recognised as the ... |
| | | | Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate ... |
| | | | ... all SMSFs, I think our figures are reasonably representative," he said. Last week, a report by Vanguard and Investment Trends found the amount of cash held by SMSFs declined for the first time since 2009, coming down to $174 billion in 2018 from $184 ... |
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