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Showing 11 - 20 of 73 results for "Investment Trends research"

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... interest is a key pain point that advisers felt are holding them back from setting up more SMSFs," Investment Trends research director Dougal Guild said. "Advisers want to feel better equipped to educate current and prospective clients and are calling ...

Investment Trends, Finura Group partner

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... clients who want deeper insights into financial services technology. The venture was prompted by recent Investment Trends research, indicating digital technology as an area of increasing importance for advisers, as evidenced by the 2021 Adviser Technology ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... from 48 to 46 years old. Players like Raiz getting into the SMSF market certainly makes sense, as the Investment Trends research found SMSFs are increasingly looking for ways to get into equities in the low-rate environment. More than 60% of trustees ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... require more holistic advice in the future," the white paper said. Contributing to the whitepaper, Investment Trends research director Recep III Peker noted there are currently more than 2.6 million Australians actively looking for an adviser but there ...

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
... observe planners being less optimistic than retail investors in their outlook for domestic stocks," Investment Trends research director Recep Peker said. Surveying advisers, Investment Trends found 63% of advisers have most often told clients to maintain ...

Retail investors surpass one million

ALLY SELBY  |  FRIDAY, 21 AUG 2020
... active online investors grew from about 750,000 to 1.06 million between December 2019 and June 2020. Investment Trends research director Recep Peker said the surge was driven mostly by a record inflow of 265,000 first-time investors. "First-time investors ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... relationships are being challenged by the twin headwinds of the Royal Commission and the global pandemic," Investment Trends research director Recep Peker said. "Not only has platform switching reached a post-GFC high, planners are also broadening the ...

AFA, FPA share bleak view of industry

ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
... advisers coming into the industry," Anderson said. AFA chief executive Phil Kewin added that recent Investment Trends research had found that fewer Australians are accessing financial advice, the logical end result of a smaller industry. The cost of ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... Australia to find that not only is Australia struggling with adapting, it is being left behind by the US. Investment Trends research director Recep Peker said the US robo-advice market wasn't standing still, with big players getting increasingly competitive ...

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
... pandemic that has ripped both economies and lives to shreds. In an interview with Financial Standard, Investment Trends research director Recep Peker revealed 69% of advisers named compliance burden as their biggest challenge, with advisers spending ...