Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 351 - 360 of 529 results for "Investment Trend"

SMSFs eye offshore assets

MARK SMITH  |  WEDNESDAY, 11 DEC 2013
Self-managed super fund (SMSF) investors have signaled much stronger appetite for investing offshore compared to their non-self-managed counterparts. According to the latest Certitude Global Investing Intentions Index (CGIII) report, 50% of SMSF investors ...

Advisers leave China and turn to US growth

LAURA MILLAN  |  FRIDAY, 15 NOV 2013
US strength is piquing Australian investor interest in global equities, with financial advisers encouraging clients to reduce exposure to China and turn to US assets. The allocation of new client investments to international assets jumped 5% to 31% ...

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
Accountants are increasingly 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 ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
Midwinter has updated its AdviceOS software to enable clients to access a customised portal with different content, calculators, themes and graphics. The software provider presented the updates to its cloud-based software at a roadshow in Sydney. AdviceOS ...

SMSFs show appetite for direct overseas shares

MARK SMITH  |  MONDAY, 16 SEP 2013
SMSFs investors are three times more likely to research overseas stocks than non-SMSF investors, according to research conducted by investment research platform Skaffold into its member base. Skaffold, which was set up by well-known professional stock-pickers ...

Insurance becomes concentrated, advisers reduce relationships

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
Insurer relations with advisers are changing rapidly, with financial planners reducing the number of insurance providers and focusing on their most-used insurer for the premiums they write. A total of 56% of advisers have either stopped or reduced the ...

BUSSQ members happiest in Australia

JAMES FERNYHOUGH  |  WEDNESDAY, 11 SEP 2013
Industry fund BUSSQ is doing a better job of keeping its members satisfied than any other Australian super fund, according to research by Investment Trends. Investment Trends 2013 Member Sentiment & Communications Report found that 83% of BUSSQ members ...

Telstra Super lures members with SMSF lookalike

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
Corporate super fund Telstra Super has launched a new investment platform offering members direct access to term deposits and shares, in a move to retain members who might otherwise set up self-managed super funds (SMSFs). The investment option, called ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...