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

Search Results

Showing 231 - 240 of 535 results for "Investment Trend"

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Only one in five financial advisers consider clients' 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 ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Financial advisers using managed accounts 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 ...

QIC expands executive team, bolsters US footprint

KARREN VERGARA  |  TUESDAY, 8 MAY 2018
QIC has made several executive appointments locally and overseas in an effort to expand its US footprint and client base. Brian Delaney, who was executive director of strategy, clients and global markets, stepped into the newly created role of senior ...

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
Self-managed super fund trustees seeking financial advice jumped 6% last year, and they are hungry for further advice, according to AMP Capital research. Sixty-three per cent of SMSF trustees told AMP Capital they would entertain further financial advice ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ...

Aussies turn to online trading in droves

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
The 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
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 ...