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Showing 271 - 280 of 520 results for "Investment Trends"

Australians demanding robo-advice from super funds

ALEX BURKE  |  THURSDAY, 12 MAY 2016
... afford to see a financial planner, want their super funds to provide robo-advice services, according to the Investment Trends 2015 Direct Client Report. The report, based on a survey of 10,367 Australian adults, projected that there are 1.5 million Australians ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
... weighting towards direct assets such as property, cash and term deposits and shares," Marsh said. OneVue SMSF investment trends show that over the past year, managed funds (unitised trusts) rose to 28.74% for the March quarter of this year (compared ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... which culminated in the group winning the "highest-rated adviser platform" title early this year, according to Investment Trends. The next phase, he said, is a netwealth "app store", the group's own ecosystem that allows more financial advisers to manage ...

AMP Capital partners with BetaShares for managed ETFs

ALEX BURKE  |  FRIDAY, 29 APR 2016
... significant opportunity for active exchange traded managed funds in Australia. The recently released BetaShares/Investment Trends ETF Report found that 61% of financial planners are interested in using these funds as part of their investment process. ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
The Investment Trends 2015 Planning Software Report has named XPLAN as the top rated financial planning application, achieving the highest score ever recorded in the report's 11 year history. Rubik COIN and AdviserNetgain were ranked second and third ...

ETFs moving to mainstream

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
... now using ETFs as a core investment choice for client portfolios according to new research from Betashares and Investment Trends. The Betashares/Investment Trends ETF Report revealed that the number of ETF investors exceeded expectations over the last ...

Managed funds back on the menu for investors

ALEX BURKE  |  WEDNESDAY, 30 MAR 2016
Domestic market volatility has driven investors back to professional fund managers, according to Investment Trends Research. Based on a survey of 9,793 Australian investors, Investment Trends' 2015 Investor Product Needs Report notes that although unlisted ...

Planners turning to annuities and outcome funds

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
... more popular destinations for new client money instead, according to the latest retirement planner report from Investment Trends. Over the past 12 months, financial planners placed only 16% of their new retiree client flows into cash and term deposits ...

CFS upgrades FirstChoice and FirstWrap

MARK SMITH  |  THURSDAY, 17 MAR 2016
... addition of CommInsure and Challenger annuities via the FirstChoice and FirstWrap platforms last year, which Investment Trends recognised as the Best New Functionality in platforms during 2015. "No other platform offers retirees and their advisers such ...

Clients asking planners for margin loans

MARK SMITH  |  TUESDAY, 8 MAR 2016
... who recommended a margin loan in 2015 said the loan was instigated by the client, according to new research by Investment Trends, up from 21% in 2014. In its eleventh year, the 2015 Margin Lending Planner Report is an in-depth study of financial planners' ...