Search Results | Showing 21 - 30 of 480 results for "Investment Trend" |
| | | SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ... |
| | | | Former BlackRock iShares head Jon Howie will become Stake's new chief commercial officer, charged with driving new wealth creation opportunities for investors. Howie brings over 20 years of experience in financial services to the role, most recently ... |
| | | | The latest Investment Trends' Australian Online Investing Report has cited cost of living pressures as cause for the decline in online investing this year. Based on a survey of 22,324 investors and traders conducted from April to May, found about 1.28 ... |
| | | | The decreasing pool of financial advisers saw the average number of advised clients rise by 6% to 120 from 113 one year ago, according to Investment Trends. As a result, advisers are increasingly seeking greater efficiencies in technology, the 2023 ... |
| | | | The investment management consultancy firm, which specialises in multi-asset managed accounts, has brought John Nicoll on as distribution executive. Nicoll brings over 22 years of experience in the financial services sector, having previously served ... |
| | | | As June 30 approaches, self-managed superannuation funds (SMSFs) must brace themselves for more regulatory reforms that could impact their hard-earned savings, according to a superannuation expert. HLB Mann Judd superannuation partner Mitchell Markwick ... |
| | | | Defined as the top 10% of investors by wealth and trading volume, high value investors (HVIs) have shifted their appetites when it comes to financial risk, according to the ASX Australian Investor Study 2023. While the report noted an even distribution ... |
| | | | New policy proposals, including indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser ... |
| | | | Self-managed super fund trustees continue to shun the services of financial advisers despite the fact many concede they need expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report ... |
| | | | Former Perpetual and MLC chief executive Geoff Lloyd has been appointed as chair of Stake. In October 2020, after a two-year tenure at the helm of MLC, Lloyd departed following the company's agreement to be acquired by IOOF. This period also marked ... |
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