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Showing 281 - 290 of 535 results for "Investment Trend"

Australians demanding robo-advice from super funds

ALEX BURKE  |  THURSDAY, 12 MAY 2016
Over a third of Australians (36%), who otherwise wouldn't or couldn't 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 ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
Self-managed superannuation fund investors are moving their assets into cash and term deposits at the highest rate in more than four years, according to new data from OneVue. The superannuation and investment management back office provider said cash ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update ...

AMP Capital partners with BetaShares for managed ETFs

ALEX BURKE  |  FRIDAY, 29 APR 2016
AMP Capital has announced a partnership with BetaShares to launch a series of exchange-traded managed funds on the ASX. The first three will be the AMP Capital Dynamic Markets Fund, the AMP Capital Global Property Securities Fund and the AMP Capital ...

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 ...

HESTA reduces equities carbon footprint

DARREN SNYDER  |  TUESDAY, 19 APR 2016
... customised solutions for a wide range of investment products." The partnership highlights both a growing global investment trend and the point there is no widely agreed industry definition on what constitutes the carbon footprint of a portfolio or benchmark. ...

ETFs moving to mainstream

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
The growing adoption of ETFs by aligned dealer groups is pushing the product into the mainstream, with 2 in 5 planners now using ETFs as a core investment choice for client portfolios according to new research from Betashares and Investment Trends. ...

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 ...