Search Results | Showing 61 - 70 of 73 results for "Investment Trends research" |
| | | ... barrier to use investment platforms with their self-managed super fund (SMSF) clients, according to Investment Trends research. The 2014 SMSF Accountant report shows that 76% of advisers think is inappropriate for SMSFs to use investment platforms due ... |
| | | | ... is now a particularly risky decision. Nevertheless, allocation to cash is on the rise. According to Investment Trends research, over the past 12 months cash deposits, including term deposits (TDs), have grown by 7%, reaching a total of $1.8 trillion |
| | | | ... their 40s and 50s underestimate their life expectancy rates and are likely to outlive their savings. Investment Trends research suggest many Australian retirees only factor in saving enough for eight years of retirement when, in fact, they need to prepare ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
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