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Showing 501 - 510 of 520 results for "Investment Trends"

Advisers waiting for better SMAs: survey

... providers have to offer more products and more features before SMAs could become mainstream, according to an Investment Trends survey. Research firm Investment Trends has finished the first part of a dual survey on SMAs, one on the trends based on the ...

Netwealth wins Investment Trends innovation award

ALEX DUNNIN  |  THURSDAY, 14 DEC 2006
The netwealth platform has been named the 2006 most innovative platform by industry researcher Investment Trends. Michael Heine, netwealth managing director, said the result reflected the significant development the platform had undergone recently and ...

XPLAN ranked first by planners

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
... XPLAN has been ranked the number one planning software provider by financial planners and paraplanners. The 2006 Investment Trends Planner Technology Report found that XPLAN received 44 per cent more "good/very good" ratings than its competitors. PlanTech ...

Aviva removes CGT liability from platform migration

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
... CGT liability. Aviva's move comes on the back of widespread planner concern around the issue revealed in the Investment Trends 2006 Planner Technology Report. "Advisers are clearly saying that a mini-wrap is great - provided clients can migrate to the ...

SMSFs are about control not speculation: IFSA

ALEX DUNNIN  |  WEDNESDAY, 15 NOV 2006
... or younger who want control over their money rather than higher risk. The survey, conducted by research firm Investment Trends for the Investment and Financial Services Association (IFSA), found 51 per cent of all SMSF investors were 55 or younger. But ...

BIAM appoints 3 to key roles in strategic global push

... customer needs for a more specialist and sophisticated product offering and align the business with more global investment trends. Chris Johns has been appointed as managing director of global research. He will have responsibility for all global equity ...

SMSFs turning to managed funds

... defensive, increasingly opting for managed funds. The findings were released yesterday by AMP Capital Investors and Investment Trends, whose Director Mark Johnston, said this latest research shows a marked change in SMSF investment attitudes since last ...

ING and St George top online savings account survey

... the top three online service account (OSA) providers based on customer satisfaction, according to the latest Investment Trends survey. The survey was based on the feedback of more than 2,900 investors including 1,422 who have online savings accounts. ...

Coin software signs up Asteron and ANZ

... to improve customer service, administrative efficiencies and the bottom line. For example, a recent survey by Investment Trends found that 72 per cent of financial advisers want further streamlining of financial planning software and platforms. On that ...

Five out of six Australians lack income protection: CommInsure

... less than 75 per cent of those surveyed have gone to a financial planner. A separate survey, conducted by IFSA/Investment Trends, has shown that there is a higher proportion of insurance cover among investors who have a financial planner or has taken ...