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Showing 51 - 60 of 480 results for "Investment Trend"

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing ...

AUSIEX chief executive retires

CHLOE WALKER  |  FRIDAY, 29 JUL 2022
Eric Blewitt has resigned from AUSIEX after nine years, including leading its predecessor CommSec Adviser Services. He will leave the company to pursue new opportunities and officially depart on August 31. Blewitt boasts an impressive track record in ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
SMSF advisers are calling for more educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
Almost half of all financial advisers are now providing ESG investment advice, according to a new report. This is a key finding of new research from Australian Ethical and Investment Trends and shows a significant increase from 2016 when just one in ...

AMP bolsters managed portfolios offering

JAMIE WILLIAMSON  |  FRIDAY, 10 JUN 2022
AMP is responding to increased demand for managed account solutions, expanding North's offering as assets under management surpass $5 billion. The proportion of North's AUM held in managed portfolios has increased more than 140% in the past 12 months ...

Investors sweat over inflation, interest rates: Survey

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
The latest data from Investment Trends shows yield expectations among equities investors are at a 15-month low and concerns over rising inflation and likely increases to interest rates are growing. A survey of active investors in March reveals greater ...

Investment Trends, Finura Group partner

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
Investment Trends will join forces with Finura Group to deliver quantitative research for clients who want deeper insights into financial services technology. The venture was prompted by recent Investment Trends research, indicating digital technology ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
More than ever, financial advisers are turning to managed accounts to better take care of client funds, according to SPDR ETFs and Investment Trends most recent report. According to the research, more than half (53%) of financial advisers are now using ...

Half of retail investors will go the distance

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
Only half of retail amateur investors would stay the course if the market experienced a 20% correction or more, a new survey shows. Out of 3700 traders canvassed in Superhero's latest survey, 53% said they would stick with their investments during market ...

ETF investors soar to 1.7m

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
Retail investors continue to flock to passive strategies as new research shows the number of users soared to a new high of 1.7 million. Investment Trends estimated a 33% rise in the number of users of exchange-traded products during 2021, while a further ...