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Showing 311 - 320 of 520 results for "Investment Trends"

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
IRESS' XPLAN has been rated Australia's best financial planning software in Investment Trends' 2014 Planning Software Benchmarking Report. After XPLAN, the next highest-rated planning applications were Rubik Coin and AdviserNETgain. The report also ...

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... The number of investors holding $1 million or more has experienced the largest growth in the past five years, Investment Trends' latest report revealed. Australia minted 43,500 new millionaires over 2014 and the high net worth (HNW) investor population ...

HUB24 FUA reaches $1.4 billion

ALEX BURKE  |  THURSDAY, 26 FEB 2015
... said. "Our managing director Andrew Alcock and our team are driving industry innovation as demonstrated by the Investment Trends award to HUB24 as 'Best Tablet/Smartphone Access' and strong growth across superannuation, IDPS and SMA products on the platform." ...

Advisers need to spell out actual retirement outcomes

ALEX BURKE  |  THURSDAY, 26 FEB 2015
... will allow, according to NAB Wealth general manager of retirement solutions Andrew Barnett. Speaking at the MLC Investment Trends 2014 Retirement Income Report roundtable, Barnett argued that the average Australian doesn't fully understand what their ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform had an SMA capability went from 10% in 2013 to 25% in 2014, the ...

FPA asks for tax deductible advice in budget submission

LAURA MILLAN  |  THURSDAY, 12 FEB 2015
... the benefits the superannuation system provides and work toward a self-funded retirement," he said. Quoting Investment Trends research, he noted that 30% of consumers who are not interested in seeking financial advice cite high cost of advice as a deterrent. ...

HUB24 platform goes mobile

STAFF WRITER  |  MONDAY, 9 FEB 2015
... statistics have shown that use of mobile devices to access the internet over the past two years has doubled, and the Investment Trends May 2014 Planner Technology Report has shown 44% of planners intend to use tablets in their business.

Accountants interested in mFund: OneVue

ALEX BURKE  |  FRIDAY, 23 JAN 2015
... mFund settlement service will drive new interest in managed funds from SMSF accountants, according to the OneVue/Investment Trends 2014 SMSF Accountant Report. 13% of survey respondents indicated they would start using mFund for their clients, while ...

Investment Trends releases 2014 platform report

ALEX BURKE  |  MONDAY, 19 JAN 2015
Investment Trends has released its 2014 platform report, which compares 466 "key characteristics" of 12 major investment platforms. Originally made available to Investment Trends clients in December, the report highlights increasing regulatory compliance ...

Advisers looking overseas for growth

ALEX BURKE  |  MONDAY, 12 JAN 2015
... time last year and many are considering growth opportunities in international markets, according to a recent Investment Trends survey. The company's September 2014 Adviser Product Needs and Marketing Needs Report, released to Investment Trends clients ...