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Showing 341 - 350 of 520 results for "Investment Trends"

AMP launches integrated wealth app

LAURA MILLAN  |  FRIDAY, 21 FEB 2014
... transfers and ability to consolidate super accounts. It also offers updated news and insights articles on retail and investment trends "We know that people engaged with their superannuation are more likely to achieve their retirement goals so it's never ...

Phones and tablets take over online broking

LAURA MILLAN  |  THURSDAY, 13 FEB 2014
... investors use a smart phone or a tablet to invest or are intending to do so in the next 12 months. According to the Investment Trends 2013 Second Half Australia Online Broking Report as many as 45% of online share investors use a mobile device for their ...

More Australians opt for advice through super

JAMES FERNYHOUGH  |  MONDAY, 10 FEB 2014
... track to becoming the favoured channel for consumers seeking financial advice, according to a new survey by Investment Trends. The Investment Trends September 2013 Advice Report found that out of the 55% of Australians who have advice needs, 18% would ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
... The proportion of planners advising on margin lending fell from 55% in 2012 to 45% in 2013, according to an Investment Trends November 2013 Margin Lending Planner Report. The number or planners recommending margin loans was down despite an improved market ...

Frontier research alliance expands to UK and Europe

ALICE URIBE  |  TUESDAY, 14 JAN 2014
... Consulting said. In addition to consulting activities, the alliance will conduct periodic forums to discuss global investment trends, client issues, and capital market directions.

SMSFs eye offshore assets

MARK SMITH  |  WEDNESDAY, 11 DEC 2013
... This marks the highest level of the Index for HNW investors to date. The CGIII Report, produced each month by Investment Trends, collates the views of over 700 actively engaged investors. On the whole, 43% of all investors surveyed believe they need ...

Advisers leave China and turn to US growth

LAURA MILLAN  |  FRIDAY, 15 NOV 2013
... client investments to international assets jumped 5% to 31% of new client investments between 2012 and 2013, the Investment Trends August 2013 Adviser Product and Marketing Needs Report found. Australian investors' allocation to international assets ...

Investor appetite for global markets on the rise

JAMES FERNYHOUGH  |  TUESDAY, 12 NOV 2013
Investor interest in international markets has increased by 9% since September, according to a survey by Investment Trends and Certitude Global Investments. The findings suggest that the bullish attitude to international equity is not just a faddish ...

Accountants on look-out for SMSF-expert advisers

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... forming loyal relationships with trusted self-managed super fund (SMSF) advisers, according to a recent report by Investment Trends and OneVue. The OneVue/Investment Trends 2013 SMSF Accountant Report found that over the past year, 28% of accountants ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... beta testing phase into a full release after over 300 advice practices tested the program since June 2013. The Investment Trends May 2013 Planner Technology Report found that Midwinter's software currently holds a 7% of the market share but scores highest ...