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Showing 281 - 290 of 528 results for "Investment Trend"

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
Financial planners are increasingly turning away from cash and term deposits for their retirement clients while annuities and outcome-orientated funds are becoming more popular destinations for new client money instead, according to the latest retirement ...

CFS upgrades FirstChoice and FirstWrap

MARK SMITH  |  THURSDAY, 17 MAR 2016
Colonial First State (CFS) has made more enhancements to its platforms to help advisers spend less time on back-office work and more time in front of their clients. CFS general manager product and investments, Peter Chun, said the improvements responded ...

Clients asking planners for margin loans

MARK SMITH  |  TUESDAY, 8 MAR 2016
Almost a third of planners (31%) 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 ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
Client data processing has always been a perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
There are signs that advisers have recovered from last year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible ...

Margin loans keep pace with shrinking customer-base

ALEX BURKE  |  WEDNESDAY, 10 FEB 2016
While the number of Australians using margin loans decreased by 4% in 2015 based on RBA figures, the total margin debt increased by 4%. In dollar terms, the average margin loan increased by 8% in 2015 to $180,000. What this indicates is the remaining ...

New standards for member engagement

DARREN SNYDER  |  MONDAY, 8 FEB 2016
Sunsuper, AMP and QSuper are setting a new standard for superannuation member engagement according to the latest report from market researcher Investment Trends. $32 billion Sunsuper has been labeled as having the most innovative and accomplished digital ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
Advisers prefer the netwealth investment platform in terms of full functionality, according to Investment Trends research. Investment Trends' December 2015 Platform Report analysed 506 "key characteristics" of 22 master trust and wrap platforms, which ...

Australians turning to super funds for financial advice

ALEX BURKE  |  THURSDAY, 3 DEC 2015
Over 400,000 superannuation fund members intend to look for intra-fund advice services to meet their financial planning goals, according to Investment Trends research. The estimate is based on Investment Trends' modelling from a survey of 10,367 Australian ...