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Showing 251 - 260 of 535 results for "Investment Trend"

Former HUB24 executive joins global data provider

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
A former head of business development at HUB24 joined a global investment data and analytics firm. John Rowley, who led HUB24's business development and marketing strategy between 2011 and 2013, is now vice president - business development, Australia ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
There is a 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 ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
BT Financial Group is enhancing its Panorama platform's SMSF solution through a partnership with a leading software provider. By partnering with BGL Corporate Solutions, accountants and advisers now have access to two way data feeds from BT Panorama ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 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 ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
Almost half of all financial 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 ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
Overall satisfaction with the online broking industry has increased for the first 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 ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... majority stated they would turn to a financial adviser over an accountant to fulfil their unmet advice needs. Investment Trend research director Recep III Peker says this opportunity is not being realised by financial advisers, with SMSFs who have unmet ...

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 ...