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Showing 31 - 40 of 73 results for "Investment Trends research"

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... planners, found 34% now provide advice on responsible investing. This is up from 19% in the 2016 survey. Investment Trends research director Recep Peker said the rise speaks to a broader attraction in goals or objectives-based financial advice. In the ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
... in the short term thanks to financial services Royal Commission. This is further dampened by latest Investment Trends research, which shows consumer trust in financial planning is at an all-time low. In the last 12 months, trust in financial advisers ...

October volatility sours investor outlook

KARREN VERGARA  |  TUESDAY, 6 NOV 2018
... cry from the index's reading of +4.7% at the start of 2018 when investors' optimism peaked. Investment Trends research director Recep Peker said: "While recent volatility has played a hand in driving this pessimism, investors are more concerned ...

AFA rejects criticism over grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 26 SEP 2018
... paper estimates grandfathered commissions account for between nine and 19% of adviser revenues; however Investment Trends research indicates the number has declined significantly from 30% in 2010 to 9% today. "We do not believe that sufficient work has ...

Frequent traders re-evaluate broking landscape

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... switch their online broker in the 12 months to May 2018. This is up from a 4% low in November 2016. Investment Trends research director Irene Guiamatsia said the frequent trader segment will continue to be a key battleground for online brokers. "Brokers ...

Grandfathered commission debate an overreaction: AFA

JAMIE WILLIAMSON  |  THURSDAY, 26 JUL 2018
... insurance and other forms of trail commissions - not just super and investment products," Anderson said. Investment Trends research has also suggested that trail commissions of this kind only contribute to an average of 9% of practice revenues, he added. ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... helping. The good news is professional standards reform is helping restore the reputation of the industry, Investment Trends research reveals. In the 12 months to May, financial planners lost 35 active clients and gained 20, netting to a lower client ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... more choice and it's up to the incumbents to see if they are ready for the challenge, Woods said. Investment Trends research released last month showed financial planners are increasingly looking for digital means to engage clients. The majority ...

Digital transformation challenges super funds

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... engagement services in 2017, at a time when funds across the industry grapple with digital transformation, Investment Trends research shows. Sunsuper, HESTA, QSuper and Hostplus round out the top five in the rankings, with Rest recognised as the most ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate ...