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Showing 51 - 60 of 75 results for "Investment Trends research"

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 ...

Margin lending investors keen to borrow more

DARREN SNYDER  |  WEDNESDAY, 8 FEB 2017
... an industry-wide surge in attention to risk management, according to researcher Investment Trends. Investment Trends research director Recep Peker said the 2016 Margin Lending Investor Report shows investment opportunities revealed by depressed markets ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
... online share investors and 1450 financial advisers across five countries between April and July 2016. Investment Trends research director Recep Peker said from a planner or adviser perspective, robo-advice is much more than automated portfolio recommendation ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... right down to the fundamentals of portfolio construction and client-adviser relationships. Based on Investment Trends research commissioned by AMP Capital, under a quarter of advisers would describe themselves as "very familiar" with this concept. Nearly ...

Managed funds back on the menu for investors

ALEX BURKE  |  WEDNESDAY, 30 MAR 2016
Domestic market volatility has driven investors back to professional fund managers, according to Investment Trends Research. Based on a survey of 9,793 Australian investors, Investment Trends' 2015 Investor Product Needs Report notes that although unlisted ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
Advisers prefer the netwealth investment platform in terms of full functionality, according to Investment Trends research. Investment Trends' December 2015 Platform Report analysed 506 "key characteristics" of 22 master trust and wrap platforms, which ...

Australians turning to super funds for financial advice

ALEX BURKE  |  THURSDAY, 3 DEC 2015
... intend to look for intra-fund advice services to meet their financial planning goals, according to Investment Trends research. The estimate is based on Investment Trends' modelling from a survey of 10,367 Australian adults, for the firm's 2015 Financial ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... exposure." The advice factor SMSF portfolios within the SMSF sector have long been a concern. The Vanguard - Investment Trends research shows that "poor market outlook drove more SMSFs to adopt defensive investment strategies when making asset allocation ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
... changes to their business models should the Trowbridge recommendations be implemented, according to Investment Trends research. The June 2015 Planner Risk Report suggests most (roughly 75%) financial advisers believe the Trowbridge reforms will be implemented ...