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Showing 461 - 470 of 529 results for "Investment Trend"

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
Navigator has been named the highest-rated platform for overall functionality - beating FirstWrap, Macquarie Wrap and Asgard eWrap, according to a new report. Navigator won the title for 2009, after many years of "steadily rising up through the rankings" ...

BT Wrap tackles bigger bulk order trading

COMPANY RELEASE  |  MONDAY, 15 MAR 2010
BT Wrap has introduced a new multi-client bulk order trading facility to improve its platform services to advisers. The new Multi-Client Bulk Order equities trading functionality includes the ability to buy or sell a single listed security for up to ...

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
Coin Software has rolled out a new Comprehensive Statement of Advice (SoA) template to help financial advisers with their admin needs. The launch was part of an upgrade for Coin Office v3.4. The Comprehensive SoA template allows advisers to provide ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
Financial planners are three times more likely 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 ...

Asia ushers 2010 with caution

RUTH LIEW  |  MONDAY, 25 JAN 2010
Investors will be wary of inflation and deflation 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 ...

Star ratings face predictability test

MICHELLE BALTAZAR  |  THURSDAY, 14 JAN 2010
Research group Morningstar has rebutted a US study that suggested its ratings system failed or virtually lost all of its predicted ability when measured over a full market cycle. In early December, Advisor Perspectives, a US-based investment trends ...

Planners want insurance integration

RUTH LIEW  |  FRIDAY, 11 DEC 2009
The days of planners dealing directly with insurers could be numbered, with new research showing soaring support for platforms and planning software to integrate insurance as part of their services. According to research by Investment Trends, the majority ...

Report finds retirement income advice shortfall

COMPANY RELEASE  |  THURSDAY, 3 DEC 2009
Australians over 40 years of age may not be receiving the type of advice they need after a report found less than half of respondents to a survey are getting advice on retirement income planning. The Investment Trends 2009 Retirement Income Report based ...

SMSFs tip more into international equities

RUTH LIEW  |  TUESDAY, 3 NOV 2009
SMSF allocation to international equities has increased for the first time in 18 months, a change in sentiment that bodes well for global equities managers hoping to tap into the country's fastest growing super segment. According to the Multiport SMSF ...

FPs and accountants at odds on SMSF strategies

MICHAEL HOBBS  |  TUESDAY, 20 OCT 2009
Financial planners are almost three times as likely than accountants to place self managed super fund (SMSF) clients on a platform, highlighting key differences in how the two professions are dealing with this booming market segment. The Investment ...