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Showing 11 - 20 of 21 results for "Investment Trends show"

Workers' retirement angst growing

KARREN VERGARA  |  MONDAY, 20 MAR 2017
A growing number of Australians are not prepared for retirement, while those already retired fear of outliving their savings, the latest research from Investment Trends shows. According to the 2016 Retirement Income Report, 44% of the 6987 surveyed ...

Retirement fears herald advice opportunity

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
Less than one in 10 super fund members are confident they will be able to finance their retirement, the latest research from Investment Trends shows. The research firm's 2016 Member Sentiment and Communications Report shows less than 10% of members ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
... weighting towards direct assets such as property, cash and term deposits and shares," Marsh said. OneVue SMSF investment trends show that over the past year, managed funds (unitised trusts) rose to 28.74% for the March quarter of this year (compared ...

Challenger annuities join CFS platforms

DARREN SNYDER  |  MONDAY, 10 AUG 2015
As the superannuation industry continues to make retirement income strategies more readily available, Challenger now has its annuities on Colonial First State's FirstChoice and FirstWrap platforms. The move follows Colonial First State adding CommInsure ...

Advisers use more insurers, but main provider still key: research

LAURA MILLAN  |  MONDAY, 1 SEP 2014
Advisers have expanded the number of insurers they use, but being an adviser's main insurance provider remains essential, new research by Investment Trends shows. After four years of planners consolidating insurers, advisers have increased the numbers ...

Baby boomers account for four in five dollars under advice

MARK SMITH  |  TUESDAY, 27 MAY 2014
Over 55s now account for two-thirds of all financial planning clients, and four out of every five dollars under advice, the latest report from researcher Investment Trends shows. An aging population and generational wealth differences have made retirees ...

Advisers' client numbers down

BEN COLLINS  |  MONDAY, 3 DEC 2012
In the past five years the number of people using a financial planner has dropped 20%, down from three million to 2.4 million, new research shows. The report from research-house Investment Trends shows that while fewer Australians are now using financial ...

Conversation the key to speeding up SOA

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
Single issue Statements of Advice should not be consuming so much time for financial planners and dealer groups, according to an advisory technology expert. A key thought-shift in technology allows advisers to create all the information needed in the ...

More platform inflows through SMSFs

RUTH LIEW  |  THURSDAY, 14 OCT 2010
Research from Investment Trends shows more than 75 per cent of planners invest some portion of SMSF inflows through a platform - up from 65 per cent a year ago. Planners also estimate that 43 per cent of their clients' total SMSF assets were invested ...

CommInsure completes business restructure, appoints two GMs

MICHELLE BALTAZAR  |  THURSDAY, 8 JUL 2010
... now focus on providing better service to each customer segment. Two weeks ago, insurance research from Investment Trends show that CommInsure came second in the firm's inaugural Investment Trends Life Insurer Benchmarking Report. The researcher credited ...