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Showing 331 - 340 of 520 results for "Investment Trends"

Baby boomers account for four in five dollars under advice

MARK SMITH  |  TUESDAY, 27 MAY 2014
... 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 and pre-retirees the pre-eminent markets ...

CFS awarded 'Best Platform Overall'

STAFF WRITER  |  TUESDAY, 13 MAY 2014
... 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 Trust' and 'Best Reporting ...

BT Financial Group posts 21% profit rise

MARK SMITH  |  MONDAY, 5 MAY 2014
... said its platforms continue to hold number one ranking for market share at 19.7%. Asgard ranked top three in Investment Trends' survey and ranked number one for Best Fee Disclosure Statement and Best Platform Integration Functionality. The company also ...

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
... player in the market with plans to hit $10 billion FUM in three years through its various businesses. The latest Investment Trends report ranked netwealth as the second best platform by overall functionality, right after CFS' FirstWrap. The research ...

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 ...

FEATURE: The alpha hunters

JAMES FERNYHOUGH  |  FRIDAY, 11 APR 2014
... traditional lot who will stick with what they know regardless of whether or not it is good for them (according to Investment Trends, the historically low cash rate has done little to push SMSF trustees into new asset classes). The facts, then, go some ...

Leap in appetite for overseas assets

MARK SMITH  |  THURSDAY, 10 APR 2014
... investments. It forms part of the larger Certitude Global Investing Intentions Report produced each month by Investment Trends. According to the report, international shares are the most likely driver of the increase in intentions to invest globally. ...

Margin lending through advisers shrank in 2013

LAURA MILLAN  |  TUESDAY, 1 APR 2014
... financial advisers shrank in 2013 by 7%, while the broker channel is poised for growth over the next 12 months. The Investment Trends December 2013 Margin Lending Broker Report found that the margin lending industry saw a net year-on-year increase of ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
XPLANA has been named the top rated Australian planning application for 2013 in the latest A Investment Trends Planning and Advice Applications Report. According to the report, XPLAN has achieved the highest benchmark score for any financial planning ...

High net worth assets grow to $1.4 trillion

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
... trillion in investable assets, almost as much as the entire superannuation system, according to new data from Investment Trends. The report found the number of high net worth (HNW) investors in Australia rose by 30,000 in 2013, reaching a total of 400,000. ...