Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 411 - 420 of 535 results for "Investment Trend"

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 ...

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 ...