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Showing 61 - 70 of 70 results for "Investment Trends Research"

Insurance platforms highly preferred: report

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
Some 80 per cent of advisers use platforms to write risk advice, according to latest figures from Investment Trends research. This goes against the theory that many advisers are threatened by Future of Financial Advice (FOFA) reforms, with platforms ...

SMSFs more sensitive to advice fees: report

JOHN MCDULING  |  TUESDAY, 5 OCT 2010
... self-managed super fund (SMSF) trustees more sensitive to fees, with 15 per cent of those surveyed in a new Investment Trends research expecting to pay less to access financial advice. The new research gives a glimpse of how much SMSF trustees are willing ...

More planners bypass managed funds: study

ELISE BURGESS  |  TUESDAY, 17 AUG 2010
... However, their collective insight still gives some indication on where new money is flowing post-GFC. The Investment Trends research found that more than two thirds of all planners now advise on direct shares, and this group expect their allocation to ...

Govt provides flexibility on fee for service

MICHAEL HOBBS  |  TUESDAY, 29 JUN 2010
... be hourly fees and percentage fees - subject, of course to the guiding principles of the reforms." Investment Trends research released when the government proposed the reforms found more than 56 per cent of 1,401 financial planners surveyed source their ...

BRW Rich 200 lists fin services best

MICHAEL HOBBS  |  FRIDAY, 4 JUN 2010
... International Fund, which holds more than $9 billion in funds under management (FUM), according to Rainmaker. Investment Trends research highlighted the fund manager's popularity among Australia's financial planners. It found financial planners are three ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
... asset based fee for service models has risen by more than 60 per cent over this time." According to the Investment Trends research, the use of asset-based fee for service was skewed towards planners with high funds under advice (FUA). Planners with an ...

Xplan tops software ratings

PRESS RELEASE  |  FRIDAY, 16 APR 2010
Xplan has retained the highest overall rating in this year's Investment Trends Planning Software Report. Closely behind Xplan is COIN followed by AdviserNETgain, VisiPlan, Navigator n-link. Coin Office retained its top position for the best modeling ...

BT revamps wrap for equities

RUTH LIEW  |  THURSDAY, 12 MAR 2009
... users," said Craig Lawrenson, BT Wrap product and strategy national manager. Lawrenson quoted recent Investment Trends research noting advisers are seeking to make larger equities trades on their major platforms. "We want to make sure planners don't ...

XPLAN tops planners' list

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... within a single advice and business management system mirrors these needs, and this is reflected in the Investment Trends research," said Walsh. The Investment Trends survey identified 49 per cent of planners use an IRESS application for their primary ...

IOOF quadruples platform reach after Skandia buy

MICHELLE BALTAZAR  |  MONDAY, 2 MAR 2009
... planners stopped using a particular platform provider in 2008 versus only 23 per cent the year previously. Investment Trends research shows that advisers use an average of 3.3 platforms for their clients. IOOF chief executive Tony Robinson said the acquisition ...
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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.

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