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Showing 441 - 450 of 520 results for "Investment Trends"

Investors call planners to charge performance-based fees

RUTH LIEW  |  THURSDAY, 26 AUG 2010
... are urging financial planners to start adopting this fee structure. Mark Johnston, principal of research firm Investment Trends and speaker at this morning's Rainmaker Marketing Symposium, said an emerging trend among retail clients is their preference ...

More planners bypass managed funds: study

ELISE BURGESS  |  TUESDAY, 17 AUG 2010
... Australia. However, their collective insight still gives some indication on where new money is flowing post-GFC. The Investment Trends research found that more than two thirds of all planners now advise on direct shares, and this group expect their allocation ...

CommInsure completes business restructure, appoints two GMs

MICHELLE BALTAZAR  |  THURSDAY, 8 JUL 2010
... teams can now focus on providing better service to each customer segment. Two weeks ago, insurance research from Investment Trends show that CommInsure came second in the firm's inaugural Investment Trends Life Insurer Benchmarking Report. The researcher ...

Govt provides flexibility on fee for service

MICHAEL HOBBS  |  TUESDAY, 29 JUN 2010
... structure could be hourly fees and percentage fees - subject, of course to the guiding principles of the reforms." Investment Trends research released when the government proposed the reforms found more than 56 per cent of 1,401 financial planners surveyed ...

Aviva, AMP and CommInsure top insurance

RUTH LIEW  |  TUESDAY, 22 JUN 2010
... overall leader in the life insurance sector, with AMP and CommInsure following close behind, new research from Investment Trends show. Investment Trends named Aviva, AMP and CommInsure as the benchmark setters in the life insurance sector, after taking ...

Perkovic pushes for FirstWrap market share

MICHAEL HOBBS  |  TUESDAY, 22 JUN 2010
... this month. FirstWrap, previously known as the Avanteos platform, was ranked best full service platform in the Investment Trends Platform Report three years in a row from 2006. Perkovic said the FirstWrap distribution strategy is to market the wrap's ...

Planners advising ETFs double

RUTH LIEW  |  THURSDAY, 17 JUN 2010
... year - a trend that looks set to continue as investors pump more funds into the sector. New figures from the Investment Trends December 2009 ETF Report has found that 38,000 investors are now using ETFs - double that of November 2008. The report, which ...

AXA and Wealth.net split poses planner risk

RUTH LIEW  |  MONDAY, 7 JUN 2010
... Wealth.net platform have the highest level of satisfaction with AXA's service, relative to other platforms, said Investment Trends analyst, Recep IIII Peker. Currently around 12 per cent of the adviser market uses the platform, but the service garners ...

BRW Rich 200 lists fin services best

MICHAEL HOBBS  |  FRIDAY, 4 JUN 2010
... International Fund, which holds more than $9 billion in funds under management (FUM), according to Rainmaker. Investment Trends research highlighted the fund manager's popularity among Australia's financial planners. It found financial planners are three ...

Planners welcome comms ban

RUTH LIEW  |  WEDNESDAY, 2 JUN 2010
... Australia's financial planners view the government's ban on commissions as beneficial to the industry, according to an Investment Trends survey. According to the survey of 472 planners, 50 per cent believe the Government's intention to remove commissions ...