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Showing 211 - 220 of 535 results for "Investment Trend"

Lenders must recognise millennial wealth strategies

DARREN SNYDER  |  TUESDAY, 27 NOV 2018
More than 12% of online investors are gearing their investment portfolio and this could double in the next 12 months, the latest Investment Trends study reveals. And millennials are playing catchup. The research house recently released its 2018 Borrowing ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
About 50% of all SMSFs have more than half of their portfolio invested in one asset class, despite more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs allocated ...

Trust in advice hits record low

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
Consumer trust in financial planning is at an all-time low and those engaged in financial advice are significantly less likely to recommend it post-Royal Commission, new research shows. A new survey from Investment Trends asking consumers to rate trust ...

October volatility sours investor outlook

KARREN VERGARA  |  TUESDAY, 6 NOV 2018
October's share market volatility has dampened investor confidence and many are expressing cynical outlooks for 2019 not seen since the Global Financial Crisis, latest Investment Trends insight shows. About 2100 retail investors canvassed in Investment ...

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Interest in managed account solutions is booming with BT Financial Group making significant gains in the space, and preparing to capitalise with the launch of 30 new products. In the 12 months to June, BTFG recorded 250% growth in funds under administration ...

AFA rejects criticism over grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 26 SEP 2018
The Association of Financial Advisers used a submission to the Royal Commission to hit back at suggestions the advice industry has not adequately responded to the prevalence of grandfathered commissions. Citing historic government media releases and ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
Life insurers increasing the awareness of client health and wellbeing programs 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 ...

Frequent traders re-evaluate broking landscape

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
Online brokers are being presented with a new business case to capture the most frequent traders - a group which has spiked in its considerations about switching broking platforms. Research firm Investment Trends said 9% of traders which transact more ...

Super fund members satisfied but restless

KANIKA SOOD  |  TUESDAY, 31 JUL 2018
Superannuation fund members are more satisfied with their funds than the previous year but an increasing number is looking to switch funds, according to Investment Trends. Latest insight shows 71% of super fund members rated their level of satisfaction ...

Grandfathered commission debate an overreaction: AFA

JAMIE WILLIAMSON  |  THURSDAY, 26 JUL 2018
The ongoing debate around the removal of grandfathered commissions is an "overreaction", with trail commissions contributing little to the overall income of financial advice practices in reality. Addressing delegates at the 2018 Association of Financial ...