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Showing 331 - 340 of 529 results for "Investment Trend"

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 ...

High fees deter accountants from using platforms for SMSFs

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
Accountants see high fees and costs as 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 ...

Do not take adviser loyalty for granted: research

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
Platform providers should not take financial adviser's loyalty for granted, as new research shows that planners are exercising choice when it comes to platforms. The number of advisers using a platform due to the dealer group's preferences has fallen ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
More than 286,000 self-managed super funds (SMSFs) 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 ...

Planners in urgent need of better tech: research

LAURA MILLAN  |  TUESDAY, 15 JUL 2014
Financial advisers believe there is 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 ...

Baby boomers account for four in five dollars under advice

MARK SMITH  |  TUESDAY, 27 MAY 2014
Over 55s now account for two-thirds of all financial planning clients, and four out of every five dollars under advice, the latest report from researcher Investment Trends shows. An aging population and generational wealth differences have made retirees ...

CFS awarded 'Best Platform Overall'

STAFF WRITER  |  TUESDAY, 13 MAY 2014
CFS FirstWrap platform was awarded 'Best Platform Overall', 'Best Navigation and User Interface' and 'Best Product Offering' in the recent Investment Trends December 2013 Platform Benchmarking Report CFS FirstChoice platform was awarded 'Best Master ...

BT Financial Group posts 21% profit rise

MARK SMITH  |  MONDAY, 5 MAY 2014
The performance of BT Financial Group has boosted Westpac Group's half-year results, with the division reporting cash earnings of $438 million, a 21% increase on the same period last year. BT Financial Group chief executive Brad Cooper attributed the ...

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
netwealth is developing a comprehensive managed account service with plans to launch it in the third quarter of this year. The service will sit as another investment option within netwealth's approved product list (APL) and it will be available through ...

Compliance absorbs half of platforms' development budget

LAURA MILLAN  |  TUESDAY, 29 APR 2014
Platforms are spending almost half of their development budget on regulatory compliance, the Investment Trends 2013 Platform Report found. The research covered 454 key characteristics of 13 platform providers and found that spending on developing new ...