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Showing 251 - 260 of 523 results for "Investment Trends"

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 ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... online survey of about 800 AMP Capital SMSF investors and developed each year to provide a snapshot of trustee investment trends. The 2017 report identified the biggest investment challenges for SMSF trustees as market volatility (18%), investment selection ...

Record adviser numbers attend Sydney ABDO

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2017
... continue to rise overseas, I suspect our rates will also rise." Discussing how advisers can best capture the investment trends that are reshaping the world, Capital Group investment director Andy Budden said the key drivers for the current market are ...

Workers' retirement angst growing

KARREN VERGARA  |  MONDAY, 20 MAR 2017
... 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 over the age of 40 feel prepared for retirement ...

ETFs are coming-of-age

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
... industry will hit approximately 250 exchange traded products by the end of 2017. In its 2016 ETF Summary Report, Investment Trends found that while the number of ETF investors had grown across the board, the profile of the average ETF investor was undergoing ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... 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 Report, highlighting that platform innovation surged in 2016 led largely ...

AMP introduces pension calculator

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... above inflation, and was recently awarded 'Best new functionality: range of retirement tools and products' by Investment Trends. The solution also comprises a working cash account that holds between nine to 12 months' worth of pension for day-to-day ...

Margin lending investors keen to borrow more

DARREN SNYDER  |  WEDNESDAY, 8 FEB 2017
... The positivity comes amidst an industry-wide surge in attention to risk management, according to researcher Investment Trends. Investment Trends research director Recep Peker said the 2016 Margin Lending Investor Report shows investment opportunities ...