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Showing 41 - 50 of 519 results for "Investment trends"

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 ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without advisers is at an all-time high of 475,000. Adviser use has dropped to an all-time low ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... perception among Australians of life insurance as a crucial component of financial stability, according to an Investment Trends Consumer Insurance Needs report. The report said out of the 20 million adult Australians, 6.7 million have some form of life ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... migrated during the quarter. Between $1.7 billion and $3 billion of FUA is due to migrate in the June quarter. Investment Trends named HUB24 as the best full-function platform in 2023, narrowly beating Netwealth. Praemium, BT Panorama, and Mason Stevens ...

AustralianSuper hires data strategy lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... John Carver, appointed senior business planning lead within the strategy team. Previous roles include KPMG and Investment Trends, where he specialised in operations, strategy development and regulatory response projects for superannuation funds. Finally ...