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Showing 291 - 300 of 520 results for "Investment trends"

Retirement income is not one-size-fits-all

DARREN SNYDER  |  THURSDAY, 3 SEP 2015
... Deborah Ralston, said super funds will need more than one CIPR to cater for a range of retirement income needs. Investment Trends head of research and wealth management, Recep III Peker, said in gauging Australian's appetite for a default retirement ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
... 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 believe the Trowbridge reforms will ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... 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 of 671 financial planners, suggests that the number of advisers using SMAs in client ...

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
... 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 level of insurer ...

Challenger annuities join CFS platforms

DARREN SNYDER  |  MONDAY, 10 AUG 2015
... with annuities to manage retirees' concerns of outliving their savings," Rogan said. Elkins said research by Investment Trends shows about 60% of advisers are using or planning to use annuities in 2015 - more than double the level in 2012. Challenger ...

JPM appoints sales exec from netwealth

LAURA MILLAN  |  WEDNESDAY, 29 JUL 2015
... they are seeking to confidently talk to clients about market conditions, specific asset classes and the latest investment trends," head of Australia Funds David Hallifax said. Ordon's appointment follows the recent appointment of Joseph Tobias as key ...

Shares increasingly popular for Gen Y

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... This shift has also translated into a growing usage of mobile devices for investing. According to research from Investment Trends, 60% of current online investors use a mobile device to monitor the market, trade shares and transfer funds. "In CommSec ...

SMSFs keeping cash for better markets

DARREN SNYDER  |  FRIDAY, 24 JUL 2015
... Simpler Super reforms in 2008. The figures form part of annual SMSF research released jointly by Vanguard and Investment Trends yesterday. This year's report is based on a survey of about 4000 SMSF trustees and 501 financial advisers. Vanguard head of ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
... portfolios, ranging from investments in Australian equities, listed property and fixed income. The recent JBWere/Investment Trends SMA Report 2015 highlighted the increasing use of SMAs, with one in five financial advisers now using an SMA for a portion ...

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
... financial advice, albeit with generational nuances that need to be addressed - and its findings are echoed in Investment Trends' 2015 Planner Technology Report, released today, which points to tablets as being a "key part of the advice process in the ...