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Showing 241 - 250 of 520 results for "Investment Trends"

Former HUB24 executive joins global data provider

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
... data and analytics tools to investors, consultants and asset managers to better understand global and local investment trends and market themselves more effectively. The firm said the appointment was spurred by growing globalisation in the Australian ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... growing mismatch between the demand for financial advice and the industry's inability to retain clients, latest Investment Trends research warns. Despite a record high of three million Australians intending to use a financial planner over the next two ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... partnership is part of a strategy to make BT Panorama more accessible to accountants. According to the 2017 Investment Trends SMSF Accountant Report, two-thirds of accountants want better accounting/planning software integration and collaboration tools ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts to clients are saving an average of 14.4 hours each week, allowing ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... planners cut ties with at least one life insurer in the last 12 months and a further 27% intend to follow suit. Investment Trends' annual Planner Risk report for 2017 shows a record 47% of planners changed life insurer last financial year, up from 45% ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... time since 2015, as 85% of online investors deem their preferred platform to be either good or very good. The Investment Trends 2017 Australia First Half Online Broking Report shows Australia's online broking service providers are meeting their investor's ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research from Investment Trends and Vanguard Australia shows that of the 585,000 SMSFs operating in Australia, 277,000 reported having unmet advice needs. ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
... money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% in 2017 with financial planners indicating they ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... primary platform, saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial planners would consider switching platforms, either for lower administration ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... found. In response to advisers' demand for increased process efficiency and compliance automation, the latest Investment Trends Planning Software Benchmark Report 2016 shows imminent release of new planning applications will feature automated strategic ...