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Showing 411 - 420 of 529 results for "Investment Trend"

One-third advisers switch insurance providers: survey

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
One-third of financial planners 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 ...

Soft dollar ban impact potential

ELISE BURGESS  |  THURSDAY, 29 SEP 2011
With the banning of soft dollar benefits of more than $300 now a definite feature of industry reforms, the potential impact may be greater than first thought, with July research finding that almost 45% of planners receive benefits. According to the ...

netwealth aims to plug gaps in planner needs

MATT WOODINGTON  |  MONDAY, 19 SEP 2011
Independent platform provider netwealth has launched a new online service for advisers providing more efficient back office capabilities to help cater for the requirements of the Future of Financial Advice reforms. netwealth said that the 'next generation' ...

Conversation the key to speeding up SOA

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
Single issue Statements of Advice should not be consuming so much time for financial planners and dealer groups, according to an advisory technology expert. A key thought-shift in technology allows advisers to create all the information needed in the ...

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 ...

Super funds need to guide members: Investment Trends

ELISE BURGESS  |  TUESDAY, 6 SEP 2011
Superannuation funds need to offer guidance for their members with Investment Trends latest survey finding people want information from their funds to understand market volatility and how they should act. The 2011 Investor Sentiment & Communications ...

CMC Markets launches new platform

RACHEL DAVIS  |  MONDAY, 5 SEP 2011
CMC Markets has launched its new CMC Tracker platform for Australian investors. The new platform is the result of A$156m of investment over two years and aims to increase CFD trading speed and lower transaction costs. The new platform features increased ...

SMSFs cash deposits reflect volatility

ELISE BURGESS  |  FRIDAY, 2 SEP 2011
SMSFs trustees are hesitant investors with too much focus on cash deposits, moving $40 billion into cash products since 2009, according to a report from Vanguard and Investment Trends. This 'wall of cash', as the report calls it, has developed over ...

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
For the third consecutive year, Midwinter has been voted first for planner satisfaction in the latest Investment Trends report, in a year when the group expanded to 15% market share. Released today, the Investment Trends 2011 Planner Technology Report ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ...