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Showing 361 - 370 of 520 results for "Investment Trends"

FIIG targets SMSFs with low-limit corporate bond

JAMES FERNYHOUGH  |  MONDAY, 19 AUG 2013
... investors and SMSFs allocating globally anomalous amounts to cash and term deposits. According to research by Investment Trends, in April this year SMSFs had 26% of their total assets in cash and cash products. FIIG chief executive Mark Paton said of ...

Cash love affair continues despite falling rates

JAMES FERNYHOUGH  |  FRIDAY, 16 AUG 2013
... Investors are allocating increasing amounts to cash despite falling interest rates, according to research by Investment Trends. Over the past 12 months cash deposits, including term deposits (TDs), have grown by 7%, reaching a total of $1.8 trillion. ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
... shown. Much of this potential new business has been snapped up by accountants. According to the joint report by Investment Trends and Vanguard, in April 2013 the number of SMSFs using a financial planner was 205,000, out of a grand total of 503,000 SMSFs ...

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Planner satisfaction with platforms reached the highest level recorded in an annual Investment Trends' study's ten-year history, surpassing the high that was achieved in 2012. The study is based on a survey of 1,141 financial planners and concluded ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... financial planning software market is looking more and more like a one-horse race, according to research by Investment Trends. In its May 2013 Planner Technology Report, Investment Trends found that IRESS's platform XPLAN has increased its market share ...

Westpac launches tailored info service for online investors

JAMES FERNYHOUGH  |  WEDNESDAY, 3 JUL 2013
... investment customers have downloaded the app. This huge uptake represents a more general trend in Australia. Investment Trends' 2012 Global Online Broking Report found that 38% of Australian share traders use and intend to continue using mobile apps ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... average client balance per planner increased from $90,000 per client in 2009 to $110,000 per client in 2012, the Investment Trends 2012 Planner Business Model Report showed. Geary said that there was a misunderstanding among advisers over the difficulty ...

Australian online broker market 'world's most highly concentrated'

JAMES FERNYHOUGH  |  WEDNESDAY, 12 JUN 2013
... having comparatively low levels of satisfaction. The Global Online Broking Report, conducted by wealth researcher Investment Trends, surveyed 96,000 participants from six countries: France, Singapore, the US, Germany, the UK, and Australia. In the 12 ...

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
... financial crisis (GFC) has prompted a wave of investment into managed funds, according to a new survey from Investment Trends. The March 2013 Planner Direct Equities and SMA Report shows planner and investor concern levels fell to their lowest point ...

Managed funds survive ETF growth

LAURA MILLAN  |  MONDAY, 13 MAY 2013
... exchange-traded funds (ETF) industry does not come at the expense of traditional managed funds, a recent Beta Shares and Investment Trends report found. The research showed that 56% of the investors surveyed made incremental investments to ETFs instead ...