Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 261 - 270 of 523 results for "Investment Trends"

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... a new standard for superannuation member engagement according to the February report from market researcher Investment Trends. $32 billion Sunsuper was labeled as having the most innovative and accomplished digital and social media member engagement ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
... 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 shows financial planners are already embracing what robo-advice can offer ...

Retirement fears herald advice opportunity

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... 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 feel their super savings ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... investors accept that interest rates are likely to go lower and will stay lower for longer. Recent research from Investment Trends found more than 60% of advisers intend to suggest annuities to their clients this year, up 19% from the prior year. "Many ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... management, right down to the fundamentals of portfolio construction and client-adviser relationships. Based on Investment Trends research commissioned by AMP Capital, under a quarter of advisers would describe themselves as "very familiar" with this ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
... 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 has seen risk advice fall from 35% of total practice ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... 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 responses from more than 3500 SMSF trustees and 570 ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... 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 Report surveyed 878 Australian financial planners to assess their ...

UniSuper creates member comparison tool

DARREN SNYDER  |  WEDNESDAY, 29 JUN 2016
... current situation, sooner rather than later." O'Sullivan said the tool is in line with research conducted by Investment Trends in 2015 that showed more than one third of UniSuper members wanted to know the average balance of their peers and considered ...

QSuper public offer move reshapes competitive landscape

ALEX BURKE  |  MONDAY, 27 JUN 2016
... to provide more tailored and flexible insurance cover. Its financial advice services were also singled out by Investment Trends as highly innovative in the researcher's 2015 Member Engagement Report. When the fund becomes public offer, its scale and ...