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Showing 401 - 410 of 529 results for "Investment Trend"

Capital protected products under pressure: research

LINDA HAUSKEN  |  MONDAY, 14 MAY 2012
Capital protected product usage among investors fell by 9% over the year to December 2011, due to lower market return expectations and concerns related to the European debt crisis, according to a new report by Investment Trends. The Investment Trends ...

Gap increasing between consumers and cost of advice

LINDA HAUSKEN  |  WEDNESDAY, 9 MAY 2012
The amount Australians are prepared to pay for financial advice is falling with the gap between expected and actual cost getting bigger, according to Investment Trends latest report. For those looking to develop a comprehensive financial plan for the ...

Australian shares on SMSF's radar

LINDA HAUSKEN  |  FRIDAY, 27 APR 2012
SMSF trustees are increasingly turning their attention to Australian shares, according to Multiport's recent quarterly SMSF Investment Patterns Survey. The survey covers around 1,800 funds and is administered on a daily basis which ensures that data ...

XPLAN remains first choice

ELISE BURGESS  |  THURSDAY, 19 APR 2012
IRESS' XPLAN has maintained its place as the adviser's choice when it comes to overall planning functionality, according to a new report. The Investment 2011 Trends Planning Software Report examined the eight most popular fully featured planning applications ...

Planner annuity interest climbs

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
Financial planner current use of annuities may be limited, with only 36% using the products in 2011, but there are predictions of increased use across the industry revealed in a new planner survey. Key findings within the Investment Trends December ...

Pre-retiree client strategies fall short: survey

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
Only two-thirds of pre-retiree adviser clients are on track to meet their retirement goals, according to a survey of over 1,000 financial planners. The Investment Trends December 2011 Retirement Planner Report surveyed 1,027 financial planners in December ...

Details still needed on opt-in: ANZ Wealth

CLAIRE MCGREAL  |  FRIDAY, 23 MAR 2012
The devil will be in the detail of the new requirements on opt-in according to ANZ Wealth, with a number of issues still to consider. The government yesterday released its amendment to the FOFA legislation relating to the controversial requirement ...

Platforms hoard cash amid FOFA uncertainty

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
Platforms are hoarding cash, according to the latest report from Investment Trends, as uncertainty surrounding FOFA implementation sees providers readying themselves for the possibility of rushing through development for compliant products. "FOFA reforms ...

Margin lending suffers from adviser misconception

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
Investment Trends December 2011 Margin Lending Financial Planner Report has revealed 83% of respondents named market conditions as the biggest barrier to margin lending among financial planners. Volatility levels attracted 49% of the vote with higher ...

Planners double allocation to term deposits

MELANIE TIMBRELL  |  FRIDAY, 3 FEB 2012
Allocation to term deposits from financial planners more than doubled over 12 months to November 2011, according to wealth researcher Investment Trends. Planners invested 28% of client inflows in cash and term deposits in the 12 months to November 2011 ...