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Showing 71 - 80 of 523 results for "Investment Trends"

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
... similar features. "But a closer look reveals that only about 60% of their features overlap," he said. Peker left Investment Trends in 2021 after 11 years to start his own consultancy firm. SuitabilityHub was born shortly after and in the following year ...

Former iShares lead joins Stake

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
... with Jon on board, we are perfectly positioned to expand well into the future," Leibowitz added. According to Investment Trends' H1 2023 report, Stake is now the third largest investment platform in Australia with more than $2.5 billion in assets under ...

Online investor numbers dip as cost-of-living bites

CHLOE WALKER  |  FRIDAY, 4 AUG 2023
The latest Investment Trends' Australian Online Investing Report has cited cost of living pressures as cause for the decline in online investing this year. Based on a survey of 22,324 investors and traders conducted from April to May, found about 1.28 ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... financial advisers saw the average number of advised clients rise by 6% to 120 from 113 one year ago, according to Investment Trends. As a result, advisers are increasingly seeking greater efficiencies in technology, the 2023 Adviser technology needs ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
... time when managed accounts are witnessing a surge in adoption across the industry. This is backed by SPDR ETFS/Investment Trends latest data, which found more than one in two financial advisers are using managed accounts in their client portfolios. "Financial ...

SMSFs brace for more reforms: Expert

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
As June 30 approaches, self-managed superannuation funds (SMSFs) must brace themselves for more regulatory reforms that could impact their hard-earned savings, according to a superannuation expert. HLB Mann Judd superannuation partner Mitchell Markwick ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... disclosure statements also feature strongly." The study, conducted in November last year on behalf of the ASX by Investment Trends, is based on an in-depth survey of a nationally representative sample of 5519 Australian adults.

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... 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 ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... 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 ...