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

Search Results

Showing 191 - 200 of 474 results for "Investment Trends"

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 ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
New research from Investment Trends found there are less high-net-wealth investors using financial advisers compared to five years ago. The use of financial advice among high-net-worth investors (HNWI) has fallen to a five-year low, according to the ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... licensees now house a third of all advisers and account for two-thirds of the industry's growth. Further, the Investment Trends 2017 Planner Technology Report shows non-institutionally aligned platforms currently have the fastest growth while also topping ...

Former HUB24 executive joins global data provider

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
... data and analytics tools to investors, consultants and asset managers to better understand global and local investment trends and market themselves more effectively. The firm said the appointment was spurred by growing globalisation in the Australian ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... growing mismatch between the demand for financial advice and the industry's inability to retain clients, latest Investment Trends research warns. Despite a record high of three million Australians intending to use a financial planner over the next two ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... partnership is part of a strategy to make BT Panorama more accessible to accountants. According to the 2017 Investment Trends SMSF Accountant Report, two-thirds of accountants want better accounting/planning software integration and collaboration tools ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts to clients are saving an average of 14.4 hours each week, allowing ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... planners cut ties with at least one life insurer in the last 12 months and a further 27% intend to follow suit. Investment Trends' annual Planner Risk report for 2017 shows a record 47% of planners changed life insurer last financial year, up from 45% ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... time since 2015, as 85% of online investors deem their preferred platform to be either good or very good. The Investment Trends 2017 Australia First Half Online Broking Report shows Australia's online broking service providers are meeting their investor's ...