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Showing 41 - 50 of 73 results for "Investment Trends research"

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... 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 ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... 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 ...

Aussies turn to online trading in droves

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... 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 ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
... 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 ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... 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 ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... 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 ...

Diversification concerns see managed funds uptake

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... 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 ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... 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 ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... 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 ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... 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 ...