Search Results | Showing 41 - 50 of 73 results for "Investment Trends research" |
| | | ... listed investments, while tax effectiveness plays a bigger role the higher balance end of the scale," Investment Trends research director, Recep Peker said. NAB and Investment Trends estimate about 30% of financial advisers are currently using managed ... |
| | | | ... advice, but Investment Trends data and adviser insight suggests it will never be a panacea. Latest Investment Trends research shows adoption of robo-advice in Australia is dominated by younger demographics, however 36% of online shares investors aged ... |
| | | | ... At the same time, the ALL ORDS also soared, providing strong support to the growth of the market," Investment Trends research director Irene Guiamatsia said. Investment Trends suggests the growth was largely due to Australians getting involved in online ... |
| | | | ... as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined to speak to planners (33%) or super funds (25%) for assistance ... |
| | | | ... investing, but the field is wide open with over half of planners unable to nominate any provider as best," Investment Trends research director Recep Peker said. Also posing a challenge to planners is the increasing sensitivity of clients to geopolitical ... |
| | | | ... managing director Andrew Alcock said all the developments are in response to adviser demand, citing recent Investment Trends research showing 34% of advisers would change their main platform if another enabled ROA generation. "Our industry is increasingly ... |
| | | | ... portfolio diversification has seen investors increase their exposure to managed funds, according to Investment Trends research. The 2017 Investor Product Needs Report found the vast majority (84%) of respondents recognised the importance of portfolios ... |
| | | | ... base has risen from 90,000 in 2015 to 125,000 today. "The reason this has been occurring is cost," Investment Trends research director, Recep Peker explains. "The average SMSF says that it costs them $2600 per year to manage their fund, but if you look ... |
| | | | ... mismatch between the demand for financial advice and the industry's inability to retain clients, latest Investment Trends research warns. Despite a record high of three million Australians intending to use a financial planner over the next two years ... |
| | | | ... alternative solutions that play a greater role in advice delivery, from the back office to the front," Investment Trends research director Recep Peker explained. "Planners envision the next generation of platforms to be feature rich, providing them support ... |
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