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Showing 311 - 320 of 535 results for "Investment Trend"

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
Advisers should master digital communications channels before they lose business to other industries, according to Association of Financial Advisers chief executive Brad Fox. Speaking in Sydney at the launch of the AFA/Zurich/Beddoes Institute white ...

Super fund members switching at record rates: research

DARREN SNYDER  |  MONDAY, 6 JUL 2015
Australians are paying attention to the superannuation conversation with new data showing super members are switching funds at a level not seen since 2010. Eleven per cent of super members switched funds last year, up from 9% in 2013. About 5% are intending ...

Saxo launches trading platform for SMSFs

LAURA MILLAN  |  WEDNESDAY, 10 JUN 2015
Saxo Capital Markets has launched an online multi asset trading platform in Australia targeting self-managed super funds (SMSFs) and high net worth investors. The SaxoTraderGO platform is designed for casual traders who become increasingly professional ...

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
One in five (20%) 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 ...

Retirement income sector keeps pace with population changes

ALEX BURKE  |  MONDAY, 27 APR 2015
Total assets held in the retirement income sector are projected to reach $1 trillion by 2024, according to research by DEXX&R. In line with the Intergenerational Report's estimate that the proportion of Australians aged 65 and over will double in the ...

Appetite for managed funds growing

MARK SMITH  |  WEDNESDAY, 22 APR 2015
Appetite for managed funds 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 ...

Advisers turning to annuities for longevity risk

ALEX BURKE  |  MONDAY, 13 APR 2015
An increasing number of 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 ...

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
Cost is a prohibitive factor for many Australians in taking up comprehensive financial advice, but they are happy to transition from lower-priced discrete advice to a holistic service over time. This is the key finding of Investment Trends' 2014 Advice ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Australia minted 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 ...