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Showing 221 - 230 of 520 results for "Investment Trends"

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... self-managed superannuation funds to be well diversified. The 2018 SMSF Insights Paper - a collaboration between Investment Trends, BT Financial Group and the SMSF Association - shows that despite 97% of financial advisers agreeing diversification is ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... are saving an average of 12.4 hours per week on portfolio management tasks, according to research from NAB and Investment Trends. The report shows using a managed account structure shaves the most time off investment administration work, saving 105 minutes ...

QIC expands executive team, bolsters US footprint

KARREN VERGARA  |  TUESDAY, 8 MAY 2018
... fostering client relationships and business development opportunities in the US, and to provide insights on investment trends to inform corporate strategy and share market intelligence with the firm's investment teams. He will also chair the newly established ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
Robo-advice presents opportunities for increasing consumer accessibility to financial advice, but Investment Trends data and adviser insight suggests it will never be a panacea. Latest Investment Trends research shows adoption of robo-advice in Australia ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... marketing, digital, innovation and direct Tim Keegan said. The findings come from AMP Capital's latest survey of investment trends in the SMSF industry. AMP Capital undertook a quantitative survey of 700 AMP Capital SMSF investors alongside Investment ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... managed account offer for licensees with investment capabilities or bespoke requirements." Recent analysis from Investment Trends saw FirstWrap rank fourth for overall platform functionality, as rated by financial advisers. Netwealth, HUB24, OneVue ...

Aussies turn to online trading in droves

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... number of retail online investors in Australia is the highest it's been since the GFC, the latest insight from Investment Trends shows. According to a new report, 645,000 Australians placed at least one share trade last year, compared to just 640,000 ...

SMSFs ceding ground to direct investors in the ETF market

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
... ETF market is increasing, largely driven by a growing interest from the millennial contingent, according to Investment Trends and BetaShares research. The research found that while SMSF investors remain a key market for ETF inflows, their share of the ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... also announced the sale of its dealer group subsidiary Bridgeport Financial Services to Australian Unity, while Investment Trends recently named it the top platform for functionality as rated by advisers.

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered the top five to rank third, with Investment Trends citing ...