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Showing 171 - 180 of 535 results for "Investment Trend"

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 ...

Not at the bottom, yet: Research

HARRISON WORLEY  |  TUESDAY, 7 APR 2020
Retail investors believe the market has further to fall before it hits the bottom, yet remain optimistic about the future. Latest Investment Trends research shows retail investors hold a positive view of the future, despite feeling that we haven't yet ...

Higher super contributions make Aussies feel safer

HARRISON WORLEY  |  TUESDAY, 25 FEB 2020
New research suggests contributions above the current rate of superannuation guarantee lead to Australians feeling more secure about their retirement. While the superannuation sector awaits the final report of the retirement income review, new Investment ...

What SMSFs will look like in 2030

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
A panel discussion at the SMSF Association Conference has sought to predict what the SMSF industry will look like in 10 years' time, with the issue of retirement front and centre. Rice Warner executive director Michael Rice, Challenger chair of retirement ...