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Showing 191 - 200 of 523 results for "Investment Trends"

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 ...

Managed accounts grow, but education remains low

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... educational deficiencies. Global asset manager State Street Global Advisors released research in conjunction with Investment Trends that reveals almost double the amount of financial advisers are recommending the use of managed accounts than five years ...

More advisers using ETFs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... financial advisers using ETFs for their clients has increased last year, according to the latest BetaShares Investment Trends ETF report. About 47% of advisers used ETFs in 2017, the report shows. This number has since grown to 53%. A further 16% of ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... players at the top in terms of functionality. However, the difference at the top seems to be shrinking, with Investment Trends noting the gap between first and second had been narrowed. Meanwhile, BT Panorama - debuting in the report - grabbed third ...

Digital engagement boosts investing demand

KARREN VERGARA  |  TUESDAY, 12 MAR 2019
... social media platforms and a new generation of brokers to meet online investing demand, a new survey shows. Investment Trends' latest Online Broking Report found investors are turning to blogs and online forums to deepen their financial literacy and ...

Financial concerns drive women to online investing

HARRISON WORLEY  |  FRIDAY, 8 MAR 2019
... the number of women investing online has almost doubled in the last five years. On International Women's Day, Investment Trends research that shows about 150,000 women are using online investment tools to build their wealth and move towards financial ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends. The research firm's survey of nearly 1000 financial planners and stockbrokers found about one in four (25%) call themselves ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
... the most appropriate product solutions for their clients," Alcock said. The move by HUB24 comes on the back of Investment Trends' 2018 Managed Accounts Report which revealed a strong demand for more information on managed accounts. Of the advisers surveyed ...