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Showing 301 - 310 of 520 results for "Investment Trends"

Super fund members switching at record rates: research

DARREN SNYDER  |  MONDAY, 6 JUL 2015
... last year, up from 9% in 2013. About 5% are intending to switch next year according to the latest report from Investment Trends. The 2015 Member Sentiment & Communications Report, which included a survey of more than 16,000 super members, showed direct-to-client ...

Saxo launches trading platform for SMSFs

LAURA MILLAN  |  WEDNESDAY, 10 JUN 2015
... subscriptions and view price alerts. The platform was built based on industry research of 3,000 Saxo clients. Investment Trends analyst Irene Guiamatsia said that SMSFs and high net worth investors "are driving demand for trading platforms to be powerful ...

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
... financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency of investing ...

Retirement income sector keeps pace with population changes

ALEX BURKE  |  MONDAY, 27 APR 2015
... be held in SMSFs (48%), followed by retail allocated pensions (38%), industry funds (12%) and annuities (2%). Investment Trends' December 2014 Retirement Planner Report shows that advisers are responding to this growing sector. A third (32%) of participants ...

Appetite for managed funds growing

MARK SMITH  |  WEDNESDAY, 22 APR 2015
... is showing signs of increasing with almost half of investors saying they are considering them, according to Investment Trends. The researcher's '2014 Investor Product Needs Report' reveals that 46% of investors are open to considering an unlisted managed ...

Advisers turning to annuities for longevity risk

ALEX BURKE  |  MONDAY, 13 APR 2015
... financial advisers are recommending annuities to address growing concerns about longevity risk, according to Investment Trends' December 2014 Retirement Planner Report. The report, based on a survey of 617 financial advisers, shows that 38% of respondents ...

ETF investor numbers growing rapidly

DARREN SNYDER  |  FRIDAY, 10 APR 2015
Findings of a recent BetaShares and Investment Trends exchange traded funds report showed the number of investors in ETFs surged by 46% in the past year. The report, which quizzed 10,530 investors and 768 advisers on their experiences and usage of ETFs ...

Advisers need to provide multi-pronged services

ALEX BURKE  |  THURSDAY, 19 MAR 2015
... to transition from lower-priced discrete advice to a holistic service over time. This is the key finding of Investment Trends' 2014 Advice & Limited Advice Report, which was based on a study of 6,256 Australians conducted at the end of 2014. There was ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... nearly 45,000 new millionaires in 2014 but only a handful of them are seeking financial advice, according to Investment Trends' High Net Worth (HNW) Investor Report. Based on a survey of 3,115 Australian millionaires - holding a collective $11 billion ...

Intergenerational Report shows need for financial advice

ALEX BURKE  |  FRIDAY, 6 MAR 2015
... they can reduce reliance on the Age Pension, the nation as a whole will be infinitely better off." According to Investment Trends research, only 2.5 million Australians currently use a financial adviser. At the same time, the "appetite for seeking advice" ...