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Showing 321 - 330 of 520 results for "Investment Trends"

Advisers want more information from fund managers

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... 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 quarter of advisers think that the information they receive from fund ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... could be an authorised representative of a big licensee and provide advice in the client's best interest." An Investment Trends survey from May 2014 reported a 55% increase in the proportion of advisers intending to switch dealer groups in the next 12 ...

Lonsec joins ASX mFund

JAMES FERNYHOUGH  |  WEDNESDAY, 8 OCT 2014
... Broker and State One. Big names Commsec, E*Trade, Westpac Online Investing and nabtrade, which according to Investment Trends account for 76% of the online broking market, are yet to join.

ASX mFund yet to attract major brokers

JAMES FERNYHOUGH  |  MONDAY, 22 SEP 2014
... accessing the ASX's mFund service because their existing broker does not offer access. According to figures from Investment Trends, collectively CommSec, E*Trade, Nabtrade and Westpac Online Investing account for 76% of the online broking market share ...

Advisers boost practice profitability

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... profitability has gone up in the last year. Financial planners are serving more clients at a lower cost; the latest Investment Trends May 2014 Planner Business Model Report shows. The average cost of delivering full advice fell from $2,400 per client ...

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

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... 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 and the typical planner now ...

High fees deter accountants from using platforms for SMSFs

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
... the main barrier to use investment platforms with their self-managed super fund (SMSF) clients, according to Investment Trends research. The 2014 SMSF Accountant report shows that 76% of advisers think is inappropriate for SMSFs to use investment platforms ...

Do not take adviser loyalty for granted: research

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... due to the dealer group's preferences has fallen from 36% last year to 29% in 2014, according to the latest Investment Trends May 2014 Planner Technology report. At the same time, planners saying they are choosing platforms from any provider they wish ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to $2,500 per annum for advice that meets their needs ...

Planners in urgent need of better tech: research

LAURA MILLAN  |  TUESDAY, 15 JUL 2014
... still room for technological improvements that would assist them in running their business more efficiently, an Investment Trends report found. Planners could benefit from better technology across the board, from generating Statements of Advice (SoA) ...