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Showing 451 - 460 of 520 results for "Investment Trends"

Fixed income gains pace among SMSFs

RUTH LIEW  |  MONDAY, 31 MAY 2010
... increasing interest rates draw investor interest, new research shows. According to the latest Multiport SMSF Investment Trends Survey, investments in fixed-interest instruments, such as term deposits of 12 months or more, debentures and listed hybrid ...

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
... 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 Report, which surveyed more than 1,600 HNWs or investors with more than $1 million in ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
... model). Impact of dropping commissions The commissions ban will affect many planners as new figures from the Investment Trends 2009 Planner Business Model Report found 56 per cent of 1,401 planners surveyed source their revenue from upfront and trailing ...

Trust is a hard currency: research

RUTH LIEW  |  WEDNESDAY, 21 APR 2010
... against Goldman Sachs, Wells said the same message of communication applies. Wells worked with research house Investment Trends to study hundreds of communication messages and strategies coming out of financial firms in the US and UK last year. "There ...

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 ...

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
... Navigator won the title for 2009, after many years of "steadily rising up through the rankings", noted the 2009 Investment Trends Platform Report. It beat Avanteos (now Colonial First State Custom Solutions), which won first place last year after remaining ...

BT Wrap tackles bigger bulk order trading

COMPANY RELEASE  |  MONDAY, 15 MAR 2010
... functionality in regards to equities and Exchange Traded Funds (ETFs). The demand is also consistent with research by Investment Trends that shows 50 per cent of planners expect their level of involvement in share trading for SMSF clients to increase ...

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
... Tags", which ensure advisers are provided flexibility when constructing SoAs. The launch comes as figures from Investment Trends' Planner Technology Report: September 2009 revealed that 54 per cent of financial planners cited merging data from different ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
... to favour Platinum Asset Management over other international equities fund managers, new research found. An Investment Trends survey of 648 financial planners found 56 per cent of planners listed Platinum in their top three preferred international fund ...

Asia ushers 2010 with caution

RUTH LIEW  |  MONDAY, 25 JAN 2010
... risks, hedge funds will undergo closer scrutiny and ESG factors will take prominence - these are some of Mercer's investment trends predictions for Asia this year. Although the threat of sustained deflation in the US and Europe appears to be slowing ...