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Showing 331 - 340 of 535 results for "Investment Trend"

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 ...

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 ...