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Showing 251 - 260 of 528 results for "Investment Trend"

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new 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% ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
Fintechs are deploying the next generation of financial planning applications and disrupting the traditional advice model, a new study has found. In response to advisers' demand for increased process efficiency and compliance automation, the latest ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
Self-managed superannuation fund trustees have high growth expectations for the next 12 months yet more than 50% have moved to more defensive asset allocations amid continuing market volatility, the latest statistics from AMP Capital show. AMP Capital's ...

Record adviser numbers attend Sydney ABDO

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2017
The Financial Standard Advisers Big Day Out (ABDO) Investment Manager Roadshow hit Sydney today, with more than 500 financial advisers and industry professionals registering for the annual event. Held at Shangri-La Hotel, Pyrford International strategic ...

Workers' retirement angst growing

KARREN VERGARA  |  MONDAY, 20 MAR 2017
A growing number of Australians are not prepared for retirement, while those already retired fear of outliving their savings, the latest research from Investment Trends shows. According to the 2016 Retirement Income Report, 44% of the 6987 surveyed ...

ETFs are coming-of-age

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
It took Australian exchange traded funds 10 years to reach $15 billion in assets under management, but only two to reach $25 billion. With the industry projected to hit $30 to 33 billion in assets under management, alongside a stream of new products ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
Platform providers are shifting their focus toward development of functionality after years of costly compliance work, with netwealth leading the field. That is a key finding of Investment Trends' 2016 Platform Benchmarking and Competitive Analysis ...

AMP introduces pension calculator

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
AMP launched a new pension payment solution available through its MyNorth allocated pension. Seen as the first of its kind in Australia, the tool calculates the amount a retiree can withdraw each year to ensure the longevity of their retirement savings ...

Margin lending investors keen to borrow more

DARREN SNYDER  |  WEDNESDAY, 8 FEB 2017
Margin lending investors are voicing stronger intent to borrow more through their margin loans, indicating the group is becoming savvier as risk managers. The positivity comes amidst an industry-wide surge in attention to risk management, according ...