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Showing 261 - 270 of 529 results for "Investment Trend"

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 ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
1. QSuper public offer move reshapes competitive landscape The decision to make Queensland government superannuation funds QSuper and LGIAsuper public offer could have far-reaching ramifications for Australia's superannuation sector. When QSuper especially ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...

Retirement fears herald advice opportunity

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
Less than one in 10 super fund members are confident they will be able to finance their retirement, the latest research from Investment Trends shows. The research firm's 2016 Member Sentiment and Communications Report shows less than 10% of members ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Indexed annuity bonds are expected to experience sales growth over the next 12 months as the reality of low interest rates and high volatility drives more investors to the asset class. FIIG Securities national manager of adviser services, Simon Michell ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
With the retirement income debate reaching an industry fever pitch, Alex Burke investigates a new approach to portfolio construction that aims to manage both sequence and longevity risk simultaneously. If you ask industry consultant John Wiseman, the ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report. According to the report, the average adviser ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
SMSF trustees are trending upwards in their use of financial planners for the first time since 2007 according to new research jointly released by Vanguard and Investment Trends. The firms' annual self-managed superannuation fund report, which collated ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Technology providers can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology ...

UniSuper creates member comparison tool

DARREN SNYDER  |  WEDNESDAY, 29 JUN 2016
UniSuper is further tapping in to the superannuation industry's increasing demand for financial advice and retirement planning by launching an online member comparison tool. Going live at UniSuper this week, the Compare me tool allows fund members to ...