Search Results | Showing 61 - 70 of 1104 results for %22Investment Trends%22 |
| | | ... balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser Report stated the proposed and recently implemented regulations ... |
| | | | ... Radar Results' latest data, which saw a 6% to 11% increase in the value of advice practices currently on the market. Investment and super clients with the following demographics are selling with multiples as follows: 80 years and above (0.80x to 1.0x) ... |
| | | | ... concede they need expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report, which found that 160,000 trustees currently use the service of a financial adviser, up from 155,000 year ... |
| | | | ... administration and brought in over $480 million in total inflows through portfolio transfers. According to an Investment Trends report, Stake is also the largest Australian broker for US shares. Lloyd is currently also chair of DASH Technology Group ... |
| | | | ... haven't increased cash deposit rates at anywhere near the same rate as interest rates, there's a lot more interest in investment type products that give you access to cash," he said. "By that I mean, products like money market funds, or cash ... |
| | | | A new superannuation and investment analytics firm has officially launched, with a few familiar faces at its helm. In the works for some time, Jefferson & Shea Analytics brings together David Braga, Raewyn Williams and Peter Murphy, and offers a fee ... |
| | | | ... net zero, a global ETF provider has revealed. Global X ETFs Australia outlined the major exchange traded fund (ETF) investment megatrends - highlighting opportunities for growth in decarbonisation - including clean energy, minerals and tech. "Thematic ... |
| | | | ... Finfluencers backed by established advice firms could be the antidote to the crippling advice gap, which according to Investment Trends affects 12.4 million Australians thanks to the steep cost of hiring an adviser, calculated at $2070 on average just ... |
| | | | ... 13-year peak in members' intention to switch funds, according to the latest Super member engagement report by Investment Trends. The report revealed that this surge in switching intention aligns with a substantial net growth in member engagement levels ... |
| | | | ... including the US, while ASIC placed strict conditions on them to stem significant losses seen in 2020. According to Investment Trends, 117,000 people placed at least one CFD or FX trade in 2020; between March and April 2020, more than $774 million was ... |
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