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Showing 61 - 70 of 229 results for %22Trends Trust%22

Stand still, get left behind

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
... said JANA's advice encompasses the entire organisational value chain covering areas including regulatory and industry trends, benchmark reporting, investment belief statements, ESG and related policies, investment strategy, manager selection and ...

What SMSFs will look like in 2030

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... and centre. Rice Warner executive director Michael Rice, Challenger chair of retirement income Jeremy Cooper, Investment Trends chief executive Michael Blomfield and SMSF Association chief executive John Maroney took to the stage at the annual SMSF Association ...

Last stand for grandfathered commissions falls over

ELIZABETH MCARTHUR  |  THURSDAY, 30 JAN 2020
... enough." Johnston explained to supporters that grandfathered revenue has already plummeted from 30% to 7% (citing Investment Trends data) over the last seven years. This, he said, was a sign that advisers were heeding warnings ahead of the ban on grandfathered ...

QIC launches China bond fund

KANIKA SOOD  |  MONDAY, 23 SEP 2019
... "In the future, we hope to deepen our cooperation with QIC to create more high-quality products together to meet market trends and client needs." Queensland deputy premier Jackie Trad said: "The establishment of the QIC Ping An China Corporate Bond Fund ...

Australia investor friendly, not consumer friendly: Report

ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2019
... last study in 2017, we've seen fund fees continue to decline across global markets." "This reflects a number of key trends including orderly competition, regulatory intervention, and changing practices that have led to the unbundling of advice and ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report, which found the number of SMSFs have skyrocketed disproportionately to the financial advice rendered ...

The state of the banks

ELIZABETH MCARTHUR  |  TUESDAY, 7 MAY 2019
... "The drivers that helped put Australia's banks amongst the most valuable in the world are abating. In their place, new trends are emerging," he said. "Fundamental capabilities like process control, efficiency, customer intimacy, innovation, technology ...

SMSF darlings revealed

KANIKA SOOD  |  MONDAY, 4 MAR 2019
... renewed their focus on blue chip stocks amid market uncertainty in the second half of 2018, the latest CommSec SMSF trading trends report shows. The sector had been cooling to the top stocks for some time. Almost 40% of the traded value by SMSF investors ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
... difficult in the short term thanks to financial services Royal Commission. This is further dampened by latest Investment Trends research, which shows consumer trust in financial planning is at an all-time low. In the last 12 months, trust in financial ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... despite more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs allocated more than 50% of their portfolio to one investment type. Further, 82% of SMSFs surveyed said ...