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Showing 21 - 30 of 519 results for "Investment trends"

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 ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing AI rate themselves as "beginners" or have "limited use" and primarily ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
A new report from Investment Trends highlighted the growing prominence of exchange-traded funds (ETFs) and international equities in retail investors' portfolios, but highlighted a lack of understanding around trading costs. The Investment Trends 2024 ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million Australian adults, 16.4 million need help or ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... although demand has soared to historic highs, the number of people seeking advice has dropped, according to an Investment Trends report. Regardless, the Iress report found increasing client meeting frequency, as well as platform software consolidation ...