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Showing 401 - 410 of 520 results for "Investment Trends"

Pre-retiree client strategies fall short: survey

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
... 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 2011, assessing how Australian financial ...

Details still needed on opt-in: ANZ Wealth

CLAIRE MCGREAL  |  FRIDAY, 23 MAR 2012
... not just a case of training advisers, it's a case of getting them the technology and process." The most recent Investment Trends planner business model report showed only 18% of planners did not belong to a professional organisation, with 41% saying ...

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
... 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, up from 16% the ...

One-third advisers switch insurance providers: survey

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
... have stopped using at least one insurance provider in the last 12 months due to poor support and service. The Investment Trends 2011 Planner Risk Report surveyed 729 financial planners, asking about their satisfaction with life insurers. Despite overall ...

Soft dollar ban impact potential

ELISE BURGESS  |  THURSDAY, 29 SEP 2011
... than first thought, with July research finding that almost 45% of planners receive benefits. According to the Investment Trends' July 2011 Planner Business Model Report, 45% of planners said that they had received soft-dollar benefits from third parties ...

netwealth aims to plug gaps in planner needs

MATT WOODINGTON  |  MONDAY, 19 SEP 2011
... over the last 12 months. "As a result of this we are identifying gaps and finding solutions." According to the Investment Trends Platform Report of 2010, netwealth is one of only three of Australia's 26 leading mastertrust and wrap platforms that is ...

Conversation the key to speeding up SOA

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
... don't have much choice - it causes a blowout in the cost of advice per client." Recent reported research by Investment Trends showed that the average time for a financial planner to produce a SOA was six hours and 42 minutes. The research also suggested ...

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
The Investment Trends 2011 Planner Technology Report, which surveyed over 1,396 financial planners in July this year, found an overall improvement in satisfaction with planning software with 52% rating their software 'good' or 'very good'. Financial ...