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Showing 191 - 200 of 535 results for "Investment Trend"

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 ...

Fintech off to slow start in 2019: KPMG

KRISTI CHENG  |  TUESDAY, 6 AUG 2019
Following record investments in 2018, Australia's fintech sector saw a subdued investment trend in the first half of this year. The number of fintech deals and total global investment in fintech dropped in 1H19, a result due primarily to the lack of ...

Advice resilient under pressure: Research

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Just 11% of financial advisers plan to leave the industry if the full recommendations from the Royal Commission are implemented. However, data shows the industry's outlook as a whole remains positive. This is a key finding from Investment Trends' 2019 ...

Cooper Investors launches equities fund

KANIKA SOOD  |  MONDAY, 22 JUL 2019
The $13.5 billion Melbourne equities boutique has launched its first fund in five years, after running the strategy internally for over two years with a 16% plus annualised gross return. Cooper Investors said its new Global Endowment Fund will hold ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
BT Panorama has exceeded $20 billion in funds under administration and boosted platform functionality. In July 2018, BT introduced simple open platform pricing for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report ...

Super funds hard to engage with: Research

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
About 67% of superannuation fund members who 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 ...

Netwealth distribution lead exits

JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2019
The head of distribution at Netwealth has left the company. The ASX-listed superannuation and investment solution provider has confirmed the departure of Nick Mitchell. A Netwealth spokesperson confirmed Mitchell's resignation, citing personal reasons. ...

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
XPLAN continues to be the top 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 ...