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Showing 431 - 440 of 535 results for "Investment Trend"

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ...

Platforms secure planners direct shares preference

ELISE BURGESS  |  TUESDAY, 10 MAY 2011
Planners prefer direct equities with around 30 out of every 100 planners already including direct shares in their advice model, 70 per cent of which through a platform although cost is still a factor. Direct shares is surging in popularity in planner ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
Investment platforms use innovation to compete for adviser business in a $397 billion industry, with advisers the main winner. Australian platform providers are now competing at a higher level, according to the 2010 Investment Trends Platform Report ...

Macq Wrap releases new accounts

ELISE BURGESS  |  TUESDAY, 3 MAY 2011
Macquarie Wrap creates accounts structure free of adviser rebates and commissions that offers a new range of investment, superannuation and pension accounts. The Consolidator Series has a flexible pricing structure that Macquarie said would allow advisers ...

Regrets, I've had a few

MICHELLE BALTAZAR  |  THURSDAY, 7 APR 2011
One in two retirees wished they saved more in super or saved earlier in their working life, particularly after belatedly discovering that not everyone can get a full or part pension when in financial strife, a survey found. The Investment Trends 2010 ...

CFS slashes entry bar to wholesale platform

ALISON BEVEGE  |  WEDNESDAY, 9 MAR 2011
Colonial First State has launched an aggressive bid for market share by opening Australia's biggest wholesale investment platform to small investors, positioning itself for a future commission-free superannuation market. Colonial, a subsidiary of the ...

Developed markets enjoy strong inflows

MATT WOODINGTON  |  FRIDAY, 4 MAR 2011
Investors are wading back into developed market equities in a reversal of recent investment trends as the US and Europe continue to gain traction. Concerns, mainly inflationary, but also geopolitical, have contributed to the shift of capital out of ...

Westpac Online launches intl CFDs

ELISE BURGESS  |  WEDNESDAY, 16 FEB 2011
Westpac Online Investing adds international Contracts for Difference (CFDs) to its product suite. Available from this week, Westpac Online investors will have access to CFD coverage across nine international markets that include international shares ...

Insurance platforms highly preferred: report

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
Some 80 per cent of advisers use platforms to write risk advice, according to latest figures from Investment Trends research. This goes against the theory that many advisers are threatened by Future of Financial Advice (FOFA) reforms, with platforms ...

CFD newcomer backs tighter ASIC rules

ELISE BURGESS  |  TUESDAY, 7 DEC 2010
Capital CFDs tackles Australia's contracts-for-difference (CFD) market despite ASIC tightening its regulations. Australia's CFD market, reportedly the second largest globally, was hit hard during the GFC with many investors exposed to the drawbacks ...