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Showing 21 - 30 of 523 results for "Investment Trends"

ESSSuper, UniSuper spearhead member satisfaction

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... UniSuper lead the way for the significant increase in superannuation member satisfaction, a new survey from Investment Trends reveals. The 17th edition of the 2025 Super Member Engagement Report saw super funds' improved service strategies pay off ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups, however, indicates that the ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... completion date on the dashboard. The new enhancements were built in response to adviser feedback from a report by Investment Trends, AMP said, with the firm finding many advisers are still relying heavily on emails, phone calls and BDMs for service ...

Super moves: Cbus, ART

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... from Sunsuper in 2022 in the same role. Before joining the Queensland asset owner, Wang was a senior analyst at Investment Trends. Meanwhile, Emily Fang will step down from her role as senior portfolio manager at the $300 superannuation giant. Before ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... fund now supports more than 1500 IFAs. The fund's initiative follows findings from the Brighter Super and Investment Trends 2024 Retirement Income Report, which revealed that 47% of pre-retirees feel unprepared for retirement - "indicating a significant ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... supported by trustee services from Trustees Australia Limited. The launch follows State Street Global Advisors and Investment Trends' recent report, revealing that close to 60% of Australian advisers are using MAs. The sector has also seen record-breaking ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... response to the growing demand from new and existing advisers. According to State Street Global Advisors and Investment Trends, close to 60% of advisers are using managed accounts, with the sector currently sitting at about $232.77 billion. The Innova ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... impact of adviser exits, restructured operations offshore and returned earnings to shareholders. The latest Investment Trends Platform Competitive Analysis & Benchmarking Report shows that HUB24 continues to top user satisfaction in the latest survey ...

Younger women embrace geared strategies: Data

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... those using such strategies outpacing the overall online investor population, according to new research. The Investment Trends 2024 Borrowing to Invest Report highlighted the number of geared investors rose to 100,000 in 2024, outpacing the 10% growth ...