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| | | ... the last 12 months, there was a power shift among the largest players too, new research found. Research firm Investment Trends released its latest annual report on the sector, canvassing the views of more than 7,500 investors, nearly a third of whom ... |
| | | | ... avoiding manual updates, and supporting scalable levels of client service and reporting," he said. Results from the Investment Trends 2008 Planner Risk and Technology Report support Todd Kardash's observations. Mark Johnston, Investment Trends principal ... |
| | | | ... are targeting listed markets again, Kenny said support for cash products is still very high. This supports an Investment Trends report that recently noted that financial planners are still holding around $58 billion in cash. "There is still a really ... |
| | | | ... rival would by comparison have 1,688 advisers and $45 billion in funds under advice. Mark Johnston, principal of Investment Trends, said however that depending on attrition through the integration process, the combined entity could end up being the second ... |
| | | | ... range of ETFs," said Aviva's Andrew Barker, general manager - wealth management products. "A recent study by Investment Trends found that the number of advisers and investors [using] ETFs is set to grow significantly and usage has doubled in the past ... |
| | | | ... the results from their efforts to ensure they're maximising all of the opportunities available to them." An Investment Trends Financial Planning Software report found Coin the best for new adviser functionality last year. The technology's modelling capabilities ... |
| | | | ... current users," said Craig Lawrenson, BT Wrap product and strategy national manager. Lawrenson quoted recent Investment Trends research noting advisers are seeking to make larger equities trades on their major platforms. "We want to make sure planners ... |
| | | | ... the tech provider of choice among financial planners for the fourth year running, according to the latest 2008 Investment Trends Planner Technology Report. XPLAN was ranked first among major planning applications including plan production for clients ... |
| | | | ... non-aligned adviser groups, it now outranks Asgard, Perpetual, Macquarie and Navigator," noted the Rainmaker report. Investment Trends principal Mark Johnston added, "It gives the combined entity a little bit more scale than either provider had before. ... |
| | | | ... products - a 30 per cent jump from 2007. According to the latest planner risk and risk technology report by Investment Trends, which surveyed over 1,300 advisers, nearly 26 per cent of a financial planning firm's practice revenue came from risk products ... |
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