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Showing 71 - 75 of 75 results for "Investment Trends research"

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
... 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 tops software ratings

PRESS RELEASE  |  FRIDAY, 16 APR 2010
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 ...

BT revamps wrap for equities

RUTH LIEW  |  THURSDAY, 12 MAR 2009
... users," said Craig Lawrenson, BT Wrap product and strategy national manager. Lawrenson quoted recent Investment Trends research noting advisers are seeking to make larger equities trades on their major platforms. "We want to make sure planners don't ...

XPLAN tops planners' list

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... within a single advice and business management system mirrors these needs, and this is reflected in the Investment Trends research," said Walsh. The Investment Trends survey identified 49 per cent of planners use an IRESS application for their primary ...

IOOF quadruples platform reach after Skandia buy

MICHELLE BALTAZAR  |  MONDAY, 2 MAR 2009
... planners stopped using a particular platform provider in 2008 versus only 23 per cent the year previously. Investment Trends research shows that advisers use an average of 3.3 platforms for their clients. IOOF chief executive Tony Robinson said the acquisition ...
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