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Showing 291 - 300 of 528 results for "Investment Trend"

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
As the SMSF rush slows down, Laura Millan asks whether individual funds will withstand harsher market conditions and reviews member direct investment options. It is a known fact that self-managed super funds (SMSFs) outperformed funds regulated by the ...

Pengana aims to lead global small cap groundswell

MARK SMITH  |  WEDNESDAY, 18 NOV 2015
Pengana hopes the new strategy it is offering through a partnership with the so-called Queen of Small Caps, Leah Zell's firm, Lizard Investors, resonates with investors as much as global mega-cap peers Magellan and Platinum. Pengana's director of distribution ...

Appetite for international shares up 50% with major broker

MARK SMITH  |  TUESDAY, 17 NOV 2015
CommSec, Australia's largest online broker, has seen a sharp increase in demand for foreign owned shares. The number of customers opening up international trading accounts has grown almost 50% in the past six months, compared to the preceding half year ...

Vanguard wins adviser vote

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
Vanguard has taken the lead as financial advisers' most-used fund manager. According to Investment Trends' August 2015 Adviser Product Needs and Marketing Needs Report, based on a survey of 676 advisers, Vanguard had the highest share of "primary financial ...

Retirement income is not one-size-fits-all

DARREN SNYDER  |  THURSDAY, 3 SEP 2015
The Australian Institute of Superannuation Trustees (AIST) has released a framework for selecting default post-retirement products that attempts to eliminate a one-size-fits-all approach. Launched at the AIST Australian Superannuation Investment conference ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
Around 80% of planners are prepared to make changes to their business models should the Trowbridge recommendations be implemented, according to Investment Trends research. The June 2015 Planner Risk Report suggests most (roughly 75%) financial advisers ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
One in five financial planners is in the market for new insurers according to the latest data from wealth management researcher Investment Trends. The Investment Trends' 2015 Planner Risk Report also found that planners are likely to continue their ...

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 ...

JPM appoints sales exec from netwealth

LAURA MILLAN  |  WEDNESDAY, 29 JUL 2015
J.P. Morgan Asset Management has appointed a netwealth regional manager to the role of key account manager for the northern region. Alexander Ordon joins J.P. Morgan from netwealth Investments, where he was regional manager for New South Wales, the ...