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Showing 181 - 190 of 472 results for "Investment Trends"

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... also announced the sale of its dealer group subsidiary Bridgeport Financial Services to Australian Unity, while Investment Trends recently named it the top platform for functionality as rated by advisers.

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered the top five to rank third, with Investment Trends citing ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
... super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined to speak to planners (33%) or super funds (25%) ...

CMC Markets hires head of sales trading

KARREN VERGARA  |  THURSDAY, 1 FEB 2018
... through its market leading platform and award-winning customer service across the region," he said. A recent Investment Trends online broking survey found investors were most satisfied with online stockbroker Bell Direct, while CMC Markets Stockbroking ...

Australia increases foreign direct investment inflows

DARREN SNYDER  |  WEDNESDAY, 24 JAN 2018
... inflows increase in 2017, according to the United Nations Conference on Trade and Development. The UNCTAD Global Investment Trends Monitor shows international flows of foreign direct investment (FDI) fell 16% in 2017 to an estimated US$1.52 trillion ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... advice is gaining ground with fresh insight suggesting it leads to greater levels of client satisfaction. Latest Investment Trends analysis shows planners with the most satisfied clients "are often those who are successful in creating congruity between ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... HUB24 managing director Andrew Alcock said all the developments are in response to adviser demand, citing recent Investment Trends research showing 34% of advisers would change their main platform if another enabled ROA generation. "Our industry is increasingly ...

Diversification concerns see managed funds uptake

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... appetite for portfolio diversification has seen investors increase their exposure to managed funds, according to Investment Trends research. The 2017 Investor Product Needs Report found the vast majority (84%) of respondents recognised the importance ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... functionality and will continue investing in our systems and technology," he added. Blaxland-Walker highlighted the Investment Trends 2017 Planner Risk report as evidence for the need to add these enhancements to AQUA. The report found that 70% of planners ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... firms like ours can provide nationwide services to a broad range of clients." According to recent research from Investment Trends and Vanguard Australia, the number of self-managed superannuation funds with unmet financial advice needs is at record highs ...