Search Results | Showing 21 - 30 of 471 results for "Investment Trends" |
| | ... with Jon on board, we are perfectly positioned to expand well into the future," Leibowitz added. According to Investment Trends' H1 2023 report, Stake is now the third largest investment platform in Australia with more than $2.5 billion in assets under ... |
| | | 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 ... |
| | | ... 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 Adviser technology needs ... |
| | | ... time when managed accounts are witnessing a surge in adoption across the industry. This is backed by SPDR ETFS/Investment Trends latest data, which found more than one in two financial advisers are using managed accounts in their client portfolios. "Financial ... |
| | | 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 ... |
| | | ... disclosure statements also feature strongly." The study, conducted in November last year on behalf of the ASX by Investment Trends, is based on an in-depth survey of a nationally representative sample of 5519 Australian adults. |
| | | ... 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 Report stated the proposed and recently implemented regulations ... |
| | | ... concede they need expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report, which found that 160,000 trustees currently use the service of a financial adviser, up from 155,000 year ... |
| | | ... administration and brought in over $480 million in total inflows through portfolio transfers. According to an Investment Trends report, Stake is also the largest Australian broker for US shares. Lloyd is currently also chair of DASH Technology Group ... |
| | | ... Finfluencers backed by established advice firms could be the antidote to the crippling advice gap, which according to Investment Trends affects 12.4 million Australians thanks to the steep cost of hiring an adviser, calculated at $2070 on average just ... |
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