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Showing 71 - 73 of 73 results for "Investment Trends research"

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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