Search Results | Showing 11 - 20 of 34 results for "Investment Trends report" |
| | | Fintechs are deploying the next generation of financial planning applications and disrupting the traditional advice model, a new study has found. In response to advisers' demand for increased process efficiency and compliance automation, the latest ... |
| | | | Margin lending investors are voicing stronger intent to borrow more through their margin loans, indicating the group is becoming savvier as risk managers. The positivity comes amidst an industry-wide surge in attention to risk management, according ... |
| | | | ... service more clients (43%) and lower the cost of advice (41%). Australian robo-adviser Stockspot said the Investment Trends report supports its anecdotal evidence that financial planners are also positive about robo-advice. Stocksport chief executive ... |
| | | | ... 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 ... |
| | | | ... recently reported about the importance of super funds' ongoing management of online customer interfaces. The Investment Trends report said super funds have been working hard at engagement with a quarter of all fund members (23%) reporting useful innovations ... |
| | | | ... doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform had an SMA capability went from 10% in 2013 to 25% in 2014, the Investment ... |
| | | | ... for technological improvements that would assist them in running their business more efficiently, an Investment Trends report found. Planners could benefit from better technology across the board, from generating Statements of Advice (SoA) to marketing ... |
| | | | ... the market with plans to hit $10 billion FUM in three years through its various businesses. The latest Investment Trends report ranked netwealth as the second best platform by overall functionality, right after CFS' FirstWrap. The research covered 454 ... |
| | | | ... largely steady, as some clients shifted their trading, but did not close their account with CommSec. The Investment Trends report is a study on Australian online share investors' attitudes and investing habits, based on a survey of 13,096 investors conducted ... |
| | | | ... Australia's adoption of online share trading platforms is outstripping the US and UK, according to a recent Investment Trends report. More than 530,000 Australians placed at least one share trade in the 12 months to June 2013, equating to 3.2% of the ... |
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