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Showing 181 - 190 of 520 results for "Investment Trends"

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being stock-pickers and instead being asset allocators. "More ...

Best online brokers revealed

ELIZABETH MCARTHUR  |  THURSDAY, 22 AUG 2019
New research from Investment Trends has revealed the online brokers with the most satisfied customers in Australia. Bell Direct, CMC Markets and SelfWealth clients report the most satisfaction with their online broker. Bell Direct ranked first with ...

Advice resilient under pressure: Research

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... implemented. However, data shows the industry's outlook as a whole remains positive. This is a key finding from Investment Trends' 2019 Licensee Satisfaction Report which further shows the advice industry remains resilient despite compliance and regulatory ...

Cooper Investors launches equities fund

KANIKA SOOD  |  MONDAY, 22 JUL 2019
... Investors' global equities team will manage the fund. "This endowment mindset way of investing is one of the biggest investment trends we've seen in the market place," Cooper Investors founder and chief investment officer Peter Cooper said. "Investing ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... functionality is now available as is a new SMSF dashboard with integrated accounting software. According to Investment Trends' 2019 Planner Technology Report, BT Panorama is the highest rated platform for mobile access and level of fees. "Change in the ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report, which found the number of SMSFs have skyrocketed disproportionately to the financial advice rendered ...

Super funds hard to engage with: Research

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... attempted to engage their super fund in the last 12 months gave up, according to new research. New insights from the Investment Trends Super Fund Member Sentiment and Communications Report shows 67% of super fund members attempted to engage with their ...

Netwealth distribution lead exits

JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2019
... Mitchell's replacement. The platform provider was recently voted as the top platform by overall satisfaction in the Investment Trends Planner Technology Report for 2019, with 55% of users rating their overall satisfaction as 'very good'. It also recently ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
Latest research from Investment Trends shows financial advisers are becoming increasingly concerned with how to provide affordable advice. Investment Trends' 2019 Planner Technology Report revealed more advisers are struggling to provide affordable ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial ...