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Showing 31 - 40 of 523 results for "Investment Trends"

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing AI rate themselves as "beginners" or have "limited use" and primarily ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
A new report from Investment Trends highlighted the growing prominence of exchange-traded funds (ETFs) and international equities in retail investors' portfolios, but highlighted a lack of understanding around trading costs. The Investment Trends 2024 ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million Australian adults, 16.4 million need help or ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... although demand has soared to historic highs, the number of people seeking advice has dropped, according to an Investment Trends report. Regardless, the Iress report found increasing client meeting frequency, as well as platform software consolidation ...

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
Mason Stevens has named a head of strategic accounts, welcoming the global head of growth from Investment Trends to the position. The wealth platform provider said the appointment focuses on driving new business and strengthening platform partnerships ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... the number of people actually seeking it has dropped. That's according to new research from Brighter Super and Investment Trends that shows retirement confidence among Australians is the lowest it's been in a decade. According to the 2024 Retirement ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... Standard Managed Accounts Forum heard what prevents advisers from adopting SMAs. Citing research from SSGA and Investment Trends, the main concern amongst advisers was how they justify their value add to clients if they are outsourcing investment decisions ...

UBS terminates Future Leaders small cap fund

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
... management. UBS head of product Glen Rice said the fund was terminated following an analysis of market conditions and investment trends, adding that the closure was in the best interests of unitholders. "Our fiduciary view is that the fund is not at ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
Investment Trends appointed a new head of sales for Australia who recently finished up at Bell Direct. Tim Sparks will lead Investment Trends' sales operations across Australia, having joined in September. He is the former head of distribution and ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... equip advisers to cater to the "increasingly unique requirements" of HNW clients. According to Praemium and Investment Trends' HNW Investor report, the number of HNW investors now sits at 690,000 in Australia, controlling $3.3 trillion in investable ...