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Showing 11 - 20 of 520 results for "Investment trends"

UBS shutters international shares fund

MATTHEW WAI  |  MONDAY, 29 SEP 2025
... to continue. The fund is to be terminated on or around October 21. "After analysis of market conditions and investment trends, UBS believes that closing the fund is in the best interest of unitholders. Our fiduciary view is that the fund is not at an ...

Geopolitical risks to drive infra investments: Report

ANGELIQUE MINAS  |  THURSDAY, 11 SEP 2025
... investment professionals at an international scale and provides tailored insights on the latest private markets investment trends. Findings from this year's report revealed the number of investors allocating to infrastructure is expected to increase ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which provides an analysis of how nearly 1000 Australian ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Invesco acquires RetireAustralia for $845m

ELIZA BAVIN  |  FRIDAY, 8 AUG 2025
... capital growth." RetireAustralia chief executive Brett Robinson said Invesco Real Estate's focus on long-term investment trends, combined with its strong track record of investing in the senior living sector across South Korea, Australia, and the US ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI in workflow-aligned tools to support ...

Lack of confidence in US equities brings investors back home

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... investor sentiment, with many shifting their attention to Australian equities, new research found. According to Investment Trends' 2025 First Half Australia Online Investing Report, although there remains a positive view on US equities, confidence has ...

ESSSuper, UniSuper spearhead member satisfaction

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... UniSuper lead the way for the significant increase in superannuation member satisfaction, a new survey from Investment Trends reveals. The 17th edition of the 2025 Super Member Engagement Report saw super funds' improved service strategies pay off ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups, however, indicates that the ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... completion date on the dashboard. The new enhancements were built in response to adviser feedback from a report by Investment Trends, AMP said, with the firm finding many advisers are still relying heavily on emails, phone calls and BDMs for service ...