Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 229 results for %22Trends Trust%22

ASI appoints new APAC chief

ELIZA BAVIN  |  WEDNESDAY, 27 JAN 2021
... business will support our growth ambition," Bird said. "His acute understanding of client needs, and evolving investment trends will be vital, as we focus on the significant opportunities in the region and delivering a diverse array of future-fit investment ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... $2900. "This is unaffordable for many consumers and more than they are willing to pay. For example, in 2019, Investment Trends reported that financial planners estimated that the average cost for full or comprehensive advice was $2900. For more limited ...

Superhero to launch super fund

KARREN VERGARA  |  MONDAY, 14 DEC 2020
... with their super to start their wealth creation journey sooner using their pot of savings?" In terms of overall investing trends, he sees millennials taking control of their strategies, investing for the long term, putting money towards passive options ...

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... GFC missed the rebound in markets and had not switched back by the end of 2009-10. Meanwhile, research from Investment Trends found that people who access financial advice feel more confident about their retirement incomes. MLC Wealth research also found ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... exponentially affect performance," Klassen said. Voss agreed, arguing that "ethical investing is one of the strongest investment trends globally, [making] us delighted and proud to be partnering with Nucleus Wealth to bring our clients this offering". ...

CFA Institute call for feedback on new standard

ANNABELLE DICKSON  |  TUESDAY, 25 AUG 2020
... invest in sectors, industries, or companies that are expected to benefit from long-term macro or structural ESG-related trends. Impact objective is noted as seeking to generate a positive, measurable social or environmental impact alongside a financial ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... faced with unmet advice needs as costs and confidence in financial advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet advice needs in investment strategy, retirement ...

US considers restricting ESG in pensions

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 JUL 2020
... ineluctably follow from the fact that an investment promotes ESG factors, or that it arguably promotes positive general market trends or industry growth, that the investment is a prudent choice for retirement or other investors." Now, the DOL proposes ...

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... that the provision of automation is a key issue for our current and future customers, as reflected in the recent Industry Trends SMSF Accountant Report," Class chief executive Andrew Russell said. "We aim to remove significant technical complexity and ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... platforms in their search for better service and support in the wake of the Royal Commission and COVID-19 pandemic. Investment Trends' 2020 Planner Technology Report found that 29% of financial advisers stopped placing new business on a platform in the ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

Videos

Brought to you by
MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.
MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.
MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.
MORE INFO

Expert Feed

Industry Events

MORE INDUSTRY EVENTS
JUL
16

Advisers Big Day Out - Cairns 

JUL
18

Advisers Big Day Out - Sunshine Coast 

JUL
19

Advisers Big Day Out - Gold Coast 

JUL
23

Advisers Big Day Out - Hobart 

JUL
25

Advisers Big Day Out - Ballarat 

Featured Profile

MORE PROFILES

Jason Huljich

JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
READ MORE
Download the app
Premium subscribers can access even more content from Financial Standard.
Download on the Apple App Store
Download on Google Play
ISS - Institutional Shareholder Services, © Copyright 2024, All Rights Reserved
MarketSage  -  MarketPulse  -  MarketPro  -  MarketReach