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Showing 381 - 390 of 520 results for "Investment Trends"

XPLAN best planning software in 2012

BEN COLLINS  |  MONDAY, 4 FEB 2013
... IRESS' financial planning software system XPLAN is the top-rated planning application for 2012 according to an Investment Trends report. The 2012 Financial Planning Software Report by Investment Trends is an in-depth analysis of the eight fully featured ...

Search for yield to become more acute: Fidelity

BEN COLLINS  |  MONDAY, 21 JAN 2013
... Investment survey reveals. After surveying 100 of its equity analysts, the global fund manager identified eight key investment trends from its 2012 results. "This is encouraging investors to look beyond government bonds to income-paying assets with more ...

Clients favour modular advice

BEN COLLINS  |  TUESDAY, 4 DEC 2012
... interview with their financial planner and business models should change to better meet their needs, research shows. Investment Trends surveyed 1,375 Australian adults in August through to September this year, and said that only 6% prefer the regular ...

Advisers' client numbers down

BEN COLLINS  |  MONDAY, 3 DEC 2012
... has dropped 20%, down from three million to 2.4 million, new research shows. The report from research-house Investment Trends shows that while fewer Australians are now using financial planners, remaining clients are much happier than a year before ...

Investor cash obsession worries wealth creators

MARK SMITH  |  MONDAY, 19 NOV 2012
... economic outlook might be expected to encourage more investors to dip their toe into more risky assets, research by Investment Trends suggests that ongoing uncertainty is leaving investors fearful. According to the research house's Self Managed Super ...

Professional membership sees advisers paid more

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Financial planers who belong to a professional body earn more money, research shows. Research house Investment Trends surveyed 845 financial planners in October this year, and found that Financial Planning Association (FPA) members earn 33% more than ...

Members lack info on fees

BEN COLLINS  |  WEDNESDAY, 10 OCT 2012
... members of Australian funds, according to a recent survey. The 2012 Member Sentiment and Communications Report by Investment Trends and QSuper surveyed members on their understanding and attitudes towards fees, and found that of the 11,000 super fund ...

BetaShares expands coverage

MARK STORY  |  MONDAY, 27 AUG 2012
... ETFs increasing over the last few years, but hesitation still exists with planners," he said. In the BetaShares/Investment Trends ETF Report conducted in December 2011, the most commonly cited problem encountered with ETFs among planners was the lack ...

Advisers optimistic on SMSFs despite changing skill set

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... percentage of their practice revenue, despite cost of advice falling and the specialist skills required. The Vanguard/Investment Trends Self Managed Super Fund Planner Report showed despite total revenue from SMSFs falling from 24% in 2011 to 21%, advisers ...

Macquarie AS updates term deposit offering

BEN COLLINS  |  MONDAY, 9 JUL 2012
... administration and more time on delivering value through advice." The updates come as research from the April 2012 Investment Trends Self Managed Super Investor Report confirms that a third of SMSFs intend to invest in term deposits in the next 12 months ...