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Showing 321 - 330 of 535 results for "Investment Trend"

Intergenerational Report shows need for financial advice

ALEX BURKE  |  FRIDAY, 6 MAR 2015
The Treasury's Intergenerational Report highlights the importance of financial advice, according to the Financial Planning Association of Australia. Given that life expectancy at birth is expected to rise by four and three years for men and women respectively ...

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
HUB24 has announced a 46% growth in FUA to $1.25 billion in the half-year to 31 December 2014, up 102% from the previous six months. Growth in the current half-year has already pushed FUA to $1.4 billion, it also announced. It expects FUA to reach $3 ...

Advisers need to spell out actual retirement outcomes

ALEX BURKE  |  THURSDAY, 26 FEB 2015
Clients need to understand what kind of retirement income their superannuation savings will allow, according to NAB Wealth general manager of retirement solutions Andrew Barnett. Speaking at the MLC Investment Trends 2014 Retirement Income Report roundtable ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) 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 ...

FPA asks for tax deductible advice in budget submission

LAURA MILLAN  |  THURSDAY, 12 FEB 2015
Financial planning fees should be tax deductible to give Australians more incentives to seek advice, the Financial Planning Association (FPA) said in its submission for the 2015/2016 Federal Budget. "It is up to policy makers and associations such as ...

HUB24 platform goes mobile

STAFF WRITER  |  MONDAY, 9 FEB 2015
HUB24 has adapted its InvestorHUB and AdviserHUB portals to mobile phones in a bid to provide a better experience for advisers and clients. It has also launched SupportHUB, a new functionality where advisers can view requests, track the progress of ...

Accountants interested in mFund: OneVue

ALEX BURKE  |  FRIDAY, 23 JAN 2015
The 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 ...