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Showing 281 - 290 of 520 results for "Investment trends"

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

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... accessing dealer services from netwealth subsidiary Pathway Licensee Services. The announcement came after a new Investment Trends adviser survey found that netwealth bested its platform rivals in terms of full functionality. To achieve the top spot ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
... 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 assets, 42% of respondents use at least one adviser ...

Margin loans keep pace with shrinking customer-base

ALEX BURKE  |  WEDNESDAY, 10 FEB 2016
... indicates is the remaining margin debtors in the sector are increasing the amount they're borrowing, which reflects Investment Trends' modelling in its 2015 Margin Lending Investor Report. The report says investors are seeing the "undervalued" Australian ...

New standards for member engagement

DARREN SNYDER  |  MONDAY, 8 FEB 2016
... 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 and social media member ...

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
... 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 adults, for the firm's ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... lowest annualised SMSF growth rate since the introduction of the Simpler Super Reforms in 2008. The Vanguard and Investment Trends 2015 SMSF report attributed the slowdown to "fewer people leaving traditional superannuation funds as a result of perceived ...

Pengana aims to lead global small cap groundswell

MARK SMITH  |  WEDNESDAY, 18 NOV 2015
... Platinum, which were revealed to have among the highest number of primary adviser relationships in a recent Investment Trends survey. But while those mega funds invest in very large companies and continue to attract assets, Pengana and Zell insist this ...

Appetite for international shares up 50% with major broker

MARK SMITH  |  TUESDAY, 17 NOV 2015
... and deliver strong returns," CommSec managing director Paul Rayson said. This trend is backed up by a recent Investment Trends report stating that more than 20% of Australian traders plan on increasing their exposure on international equities, a significant ...

Vanguard wins adviser vote

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
Vanguard has taken the lead as financial advisers' most-used fund manager. According to Investment Trends' August 2015 Adviser Product Needs and Marketing Needs Report, based on a survey of 676 advisers, Vanguard had the highest share of "primary financial ...