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Showing 41 - 50 of 523 results for "Investment Trends"

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... the 2024 Financial Standard Managed Accounts Forum. After surveying financial advisers, in partnership with Investment Trends, SSGA found that the main concern amongst advisers was how they justify their value add to clients if they are outsourcing investment ...

Pre-retirees expect less reliance on Age Pension: Investment Trends

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... with the Age Pension, but the reality is retirees currently need nearly double that amount, a new study from Investment Trends finds. A survey of more than 5600 participants in accumulation phase expect that only 12% of their retirement income will come ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... About 690,000 Australians are now considered HNWs, up from 635,000 last year, new insights from Praemium and Investment Trends show. Collectively, they manage $3.4 trillion in investable assets, up from $2.98 trillion in 2023; ultra-high-net-worth (UHNW) ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average in 2023 to 99 in 2024, a drop of 17.5%, according to ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... than a year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical Summit. According to the Investment Trends 2024 SMSF ...

Young, bullish online investors drive trading: Survey

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
... heavily on global stocks, helping fuel the share market to record highs, according to a new survey. The latest Investment Trends Online Investing Report finds that Zoomers (18- to 24-year-olds) and Millennials (25- to 39-year-olds) are dominating trading ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... be younger, have a longer investment horizon and a higher risk tolerance," Gallagher said. "According to the Investment Trends 2024 Managed Accounts Report, 49% of existing managed account advisers believe it's appropriate to hold the majority of assets ...

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
... funds (ETFs) over active, unlisted managed funds as a core building block in clients' portfolios. According to Investment Trends head of research Irene Guiamatsia, advisers' willingness to equally consider using a mix of passive and active investments ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
An Investment Trends report has identified a clear inflection point for member engagement with superannuation funds. The 2024 Super Member Engagement report, based on a survey of 10,886 respondents, provided an analysis of member attitudes, satisfaction ...