Search Results | Showing 1 - 10 of 28 results for "Investment Trends survey" |
| | | Australians are feeling less confident about retirement, with retiree confidence and pre-retirement preparedness falling sharply over the past six months. New research from Brighter Super found cost-of-living pressures, market volatility and global ... |
| | | | ... intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI in workflow-aligned tools to support more complex ... |
| | | | Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ... |
| | | | ... AustralianSuper, Cbus, First State Super, Hostplus, Tasplan, HESTA and Sunsuper. UniSuper came in second in the Investment Trends survey, pipped at the post by ESSSuper. In third place was Catholic Super followed by Cbus. For the retail sector, Roy Morgan's ... |
| | | | 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 ... |
| | | | ... still have hills to climb to win financial planner recommendations, latest industry research shows. An Investment Trends survey of 495 financial planners, completed in June 2018, shows the industry is divided on the importance of health and wellbeing ... |
| | | | ... year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible assets, 42% of respondents use at least one adviser, up ... |
| | | | ... Platinum, which were revealed to have among the highest number of primary adviser relationships in a recent Investment Trends survey. But while those mega funds invest in very large companies and continue to attract assets, Pengana and Zell insist this ... |
| | | | Appetite for managed funds is showing signs of increasing with almost half of investors saying they are considering them, according to Investment Trends. The researcher's '2014 Investor Product Needs Report' reveals that 46% of investors are open to ... |
| | | | The number of investors holding $1 million or more has experienced the largest growth in the past five years, Investment Trends' latest report revealed. Australia minted 43,500 new millionaires over 2014 and the high net worth (HNW) investor population ... |
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