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Showing 321 - 330 of 528 results for "Investment Trend"

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 Originally made available to Investment Trends clients in December, the report highlights increasing regulatory compliance ...

Advisers looking overseas for growth

ALEX BURKE  |  MONDAY, 12 JAN 2015
Advisers' confidence in the Australian share market to deliver high returns in 2014 has dwindled compared to the same time last year and many are considering growth opportunities in international markets, according to a recent Investment Trends survey. ...

Advisers want more information from fund managers

LAURA MILLAN  |  MONDAY, 17 NOV 2014
Financial advisers are not only interested in fund returns, they want information to help clients understand how funds fit within their portfolios and how it will help deliver outcomes. An Investment Trends survey of 768 planners found that only one ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
Independence, the flexibility to build an approved product list and cheaper, more advanced technology and platforms are encouraging more advisers to leave large licensees and strike out on their own. The big four banks and AMP have collectively seen ...

Lonsec joins ASX mFund

JAMES FERNYHOUGH  |  WEDNESDAY, 8 OCT 2014
Lonsec has become the latest broker to join the ASX mFund Settlement Service. This means customers who use Lonsec as their online broker will now be able to access the 63 funds listed on the mFund service. Lonsec is the eighth broker to join mFund ...

ASX mFund yet to attract major brokers

JAMES FERNYHOUGH  |  MONDAY, 22 SEP 2014
More than three quarters of Australia's online retail investors could have difficulty accessing the ASX's mFund service because their existing broker does not offer access. According to figures from Investment Trends, collectively CommSec, E*Trade ...

Advisers boost practice profitability

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
Financial advisers' effort to improve business efficiency in the context of the Future of Financial Advice (FoFA) has paid off, as new research shows that practice profitability has gone up in the last year. Financial planners are serving more clients ...

Advisers use more insurers, but main provider still key: research

LAURA MILLAN  |  MONDAY, 1 SEP 2014
Advisers have expanded the number of insurers they use, but being an adviser's main insurance provider remains essential, new research by Investment Trends shows. After four years of planners consolidating insurers, advisers have increased the numbers ...