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

Search Results

Showing 1 - 10 of 73 results for "Investment Trends research"

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... year. Compared to FY23, sponsorship expenditure went up by 11%. Compared to four to five years ago, Investment Trends research director Julian Cappe says while member engagement has improved, overall, it is still quite low. "One key issue with surveying ...

ESSSuper, UniSuper spearhead member satisfaction

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... and this is emerging as a critical competitive edge. The challenge now is to sustain this momentum," Investment Trends research director Olivia Beringer said. Over the 12 months, super funds upped their investment in advertising, winning new members ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... Quality of Advice Review's (QAR) recommendations to facilitate quality, yet affordable financial advice. Investment Trends research director Olivia Beringer said the sector should deliver on what Australians want. "Australians are demanding advice that ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
Investment Trends research has revealed 11.8 million Australians have unmet financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing ...

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... industry's record high of $177.5 billion in FUM by year's end. In parallel, Betashares and Investment Trends research indicates a surge in investor interest in equities ETFs, with 53% planning to invest in international equities and 48% in Australian ...

Australians lack confidence in retirement: SSGA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... many Australians are ill-prepared for retirement, lacking control in the retirement process. Further, Investment Trends research has shown that pre-retiree confidence levels are reaching near historic lows. Meanwhile, according to the SSGA report, many ...

Confidence in a 'comfortable' retirement nears lows

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
... this pessimistic outlook to concerns regarding medical treatment cost increases, and rising inflation. Investment Trends research director Dougal Guild commented: "In addition to relying on the government Age Pension, we are starting to see non-retirees ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
... advisers highly attuned to economic conditions prioritise liquidity, protection, and high-yield products. Investment Trends research director Dougal Guild said that with interest rates on the rise, the proportion of new client money going into cash ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... for efficiency (45%, up from 34% in 2021) and provide reliable technology (43%, up from 30% in 2021). Investment Trends research director Dougal Guild said: "While the longer-term trend in net inflows is promising, the competition for adviser relationships ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... forward, making the advice preparation and implementation process more streamlined and effective," Investment Trends research director Dougal Guild said. However, he added, this comes with a need for greater integration and standardisation across solutions. ...
PAGE:
1
PREVIOUS
NEXT