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Showing 231 - 240 of 528 results for "Investment Trend"

SMSFs ceding ground to direct investors in the ETF market

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
Direct investors' share of the 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 ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
OneVue is gaining traction among financial advisers, with its 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 ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
Financial planners are significantly preferred over super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined ...

CMC Markets hires head of sales trading

KARREN VERGARA  |  THURSDAY, 1 FEB 2018
CMC Markets announced its new Sydney-based sales trading head for the Asia Pacific and Canada division. Ashley Glover will lead the CMC Markets APAC team to build its high-net-worth and frequent trader client base, as well as focus on delivering customer ...

Australia increases foreign direct investment inflows

DARREN SNYDER  |  WEDNESDAY, 24 JAN 2018
Australia was one of few countries to see foreign direct investment inflows increase in 2017, according to the United Nations Conference on Trade and Development. The UNCTAD Global Investment Trends Monitor shows international flows of foreign direct ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Goals-based advice is gaining ground with fresh insight suggesting it leads to greater levels of client satisfaction. Latest Investment Trends analysis shows planners with the most satisfied clients "are often those who are successful in creating congruity ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Financial advice licensees can now upload templates for Records of Advice to the HUB24 platform, allowing increased efficiency when trading and generating ROAs for clients. The integrated ROA solution is the latest in a raft of upgrades to HUB24's functionalities ...

Diversification concerns see managed funds uptake

ALEX BURKE  |  TUESDAY, 16 JAN 2018
An increased appetite for portfolio diversification has seen investors increase their exposure to managed funds, according to Investment Trends research. The 2017 Investor Product Needs Report found the vast majority (84%) of respondents recognised ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
ClearView is rolling out a series of enhancements to its life insurance platform with the aim of increasing efficiencies in advice practices. The company's Adviser Quote Underwritinmg and Apply (AQUA) platform now includes integrated electronic quote ...