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Showing 451 - 460 of 529 results for "Investment Trend"

Perkovic pushes for FirstWrap market share

MICHAEL HOBBS  |  TUESDAY, 22 JUN 2010
Nearly six months since joining Colonial First State, Marianne Perkovic, general manager of distribution, is expanding the reach of CFS' FirstWrap platform by hiring a new head of platform sales and targeting SMSF planners. Perkovic said one of her ...

Planners advising ETFs double

RUTH LIEW  |  THURSDAY, 17 JUN 2010
The number of planners advising on exchange traded funds has doubled in the last 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 ...

AXA and Wealth.net split poses planner risk

RUTH LIEW  |  MONDAY, 7 JUN 2010
National Australia Bank stands to lose one of the most popular platforms among advisers if the bank decides to offload the North Wealth.net platform as part of its potential AXA buy. Advisers who use the Wealth.net platform have the highest level of ...

BRW Rich 200 lists fin services best

MICHAEL HOBBS  |  FRIDAY, 4 JUN 2010
Platinum's Kerr Neilson, ex-Macquarie chief Allan Moss and Maple-Brown Abbott co-founder Robert Maple-Brown led the charge of financial services execs who made it to this year's BRW Rich 200. Platinum manages more than $17 billion in client funds spread ...

Planners welcome comms ban

RUTH LIEW  |  WEDNESDAY, 2 JUN 2010
Half of 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 ...

Fixed income gains pace among SMSFs

RUTH LIEW  |  MONDAY, 31 MAY 2010
Planners are noticing an upward shift in SMSF investor sentiment towards fixed income investments, as attractive yields and increasing interest rates draw investor interest, new research shows. According to the latest Multiport SMSF Investment Trends ...

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
High net worth (HNW) investors are more satisfied with the service they receive from a financial planner than a personal relationship manager and private banker, according to a new report. The Investment Trends/Centric Wealth High Net Worth Investor ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
The government's proposed reforms to change the way planners charge for advice will spur the industry's long-term growth, but at the cost of serious headaches and profits during the adjustment period. The minister for financial services, superannuation ...

Trust is a hard currency: research

RUTH LIEW  |  WEDNESDAY, 21 APR 2010
New research shows that investors rank 'fee transparency' as the number one reason for trusting a financial institution while in a surprise result, 'bad press' and 'being owned by a bank' count for little. Sally Wells, managing director of endgame communications ...

Xplan tops software ratings

PRESS RELEASE  |  FRIDAY, 16 APR 2010
Xplan has retained the highest overall rating in this year's Investment Trends Planning Software Report. Closely behind Xplan is COIN followed by AdviserNETgain, VisiPlan, Navigator n-link. Coin Office retained its top position for the best modeling ...