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Showing 71 - 80 of 480 results for "Investment Trend"

AMP continues to lose ESG investors

KARREN VERGARA  |  MONDAY, 8 NOV 2021
AMP Capital continues to buck the booming sustainable investment trend, suffering outflows for the fifth consecutive quarter. According to a new Morningstar note, AMP lost $69 million over the September quarter thanks to corporate issues at parent company ...

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
While two in five Australians believe financial advice is unaffordable, more are reaching out to their superannuation fund for guidance. This is according to Investment Trends' 2021 Financial advice report, which found that only 1.8 million Aussies ...

Two senior leaders exit Iress

KARREN VERGARA  |  MONDAY, 25 OCT 2021
The chief commercial officer and head of communications and marketing officer at Iress have announced their resignations. Chief commercial officer Michael Blomfield steps down after one year with the ASX-listed firm. He leaves effective immediately ...

New retail investors go digital

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
The popularity of retail investing is continuing to grow with more than 1.43 million unique individuals participating in online trading as interest in cryptocurrency grows, new research shows. The latest Investment Trends 2021 1H Australia Online Investing ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... the highest quality research our valued clients rely on for their strategic decision making," Guiamatsia said. Investment Trend publishes research on areas such as adviser technology, managed accounts and ESG. Its managed accounts report published last ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

Praemium improves non-custodial solution

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
The platform has made changes to its artificial intelligence capabilities to improve the user experience of its $140 billion non-custodial Virtual Managed Account solution. Praemium has expanded machine learning which has been able to identify transactions ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
Self-managed superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
BT Panorama has completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion. The final tranche of nearly 50,000 accounts worth over $15 billion in funds under administration have migrated to BT ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
Netwealth ended the June quarter with a 12% increase in funds under administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. ...