Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 28 results for "Investment Trends survey"

Advisers looking overseas for growth

ALEX BURKE  |  MONDAY, 12 JAN 2015
... last year and many are considering growth opportunities in international markets, according to a recent Investment Trends survey. The company's September 2014 Adviser Product Needs and Marketing Needs Report, released to Investment Trends clients in ...

Advisers want more information from fund managers

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... help clients understand how funds fit within their portfolios and how it will help deliver outcomes. An Investment Trends survey of 768 planners found that only one quarter of advisers think that the information they receive from fund managers is adequate ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... an authorised representative of a big licensee and provide advice in the client's best interest." An Investment Trends survey from May 2014 reported a 55% increase in the proportion of advisers intending to switch dealer groups in the next 12 months ...

More Australians opt for advice through super

JAMES FERNYHOUGH  |  MONDAY, 10 FEB 2014
Superannuation funds, and industry funds in particular, are on track to becoming the favoured channel for consumers seeking financial advice, according to a new survey by Investment Trends. The Investment Trends September 2013 Advice Report found that ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
... margin lenders for better features, including margin call protection and early margin call warning. The Investment Trends survey was conducted among 715 planners between September and November 2013.

Clients favour modular advice

BEN COLLINS  |  TUESDAY, 4 DEC 2012
Most clients don't want a long, face-to-face interview with their financial planner and business models should change to better meet their needs, research shows. Investment Trends surveyed 1,375 Australian adults in August through to September this ...

Professional membership sees advisers paid more

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Financial planers who belong to a professional body earn more money, research shows. Research house Investment Trends surveyed 845 financial planners in October this year, and found that Financial Planning Association (FPA) members earn 33% more than ...

Platforms hoard cash amid FOFA uncertainty

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
Platforms are hoarding cash, according to the latest report from Investment Trends, as uncertainty surrounding FOFA implementation sees providers readying themselves for the possibility of rushing through development for compliant products. "FOFA reforms ...

Margin lending suffers from adviser misconception

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
... loans if interest rates were 1% higher, a substantial jump from 38% saying this in December 2010." The Investment Trends survey found that line of credit against property is now the largest share of borrowed funds used for investing through planners. ...

Industry fund members switch to SMSFs

RUTH LIEW  |  TUESDAY, 16 NOV 2010
... self-managed super funds, poor investment performance and lacklustre communication, research shows. An Investment Trends survey of 8,500 fund members found that nearly one in four industry fund members (23 per cent) are considering switching from their ...