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Showing 71 - 80 of 229 results for %22Trends Trust%22

Trust in advice hits record low

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... advice are significantly less likely to recommend it post-Royal Commission, new research shows. A new survey from Investment Trends asking consumers to rate trust levels out of 10 shows trust in financial advisers has dropped from 5.1 to 4.8 out of 10 ...

The rise of challenger banks in Australia: SIBOS

MICHELLE BALTAZAR  |  THURSDAY, 25 OCT 2018
... fintech and - for the local market - the Royal Commission will change the way people transact in the next five years. The trends they've discussed could mark a change in the way financial advisers and super funds can provide utility-like services ...

The changing face of SMSFs

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
... exposure to listed investment companies and trusts in a bid to reach new markets. According to the latest Commsec SMSF Trading Trends Report, SMSF investors are increasingly turning to international equities for greater diversification and returns, attracted ...

Philanthropic sector advocates transparency facelift

DARREN SNYDER  |  MONDAY, 10 SEP 2018
... collaborate and achieve their visions of a better world in previously unimagined ways." Users will be able to see funding trends, identify who else is funding in their areas of interest, and discover potential new partners for collaboration. Searches ...

JPMorgan fund excludes tobacco, cuts fees

DARREN SNYDER  |  TUESDAY, 21 AUG 2018
... The thematic strategy manages US$181 million ($246 million) in Australia and aims to capitalise on global macroeconomic trends driving asset class returns. J.P. Morgan Asset Management head of Australia funds David Hallifax told investors in July that ...

Westpac ditches SMSF lending

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... portion of our portfolio and we will ensure that our existing customers are not impacted." A recent Vanguard and Investment Trends report splits SMSF asset allocation into the following: direct shares (36%) cash and cash products (23%), managed investments ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... attempting to grow wealth outside of super, while 28.6% are using it to accrue retirement savings. Six Park said these trends are most obvious across under the age of 45, with the pursuit of long-term goals now more common than saving to buy a property ...

SMSFs missing out on returns

KANIKA SOOD  |  WEDNESDAY, 6 JUN 2018
... right now? Australia had 593,000 SMSFs as of December 2017 - a 2% gain over the previous year. Vanguard and Investment Trends interviewed 1096 SMSFs, in a report released yesterday with respondents self-reporting that they had 36% in direct shares, 23% ...

Global fund manager creates executive role

KARREN VERGARA  |  TUESDAY, 5 JUN 2018
... long haul, if you can condition them not to be timed to the market - and that's a big if," he said. The CFM IS Trends Trust uses long-term trend following as a strategy. The concept itself is not new and it forms the basis of many managed future ...

Big data's big retirement benefits

DARREN SNYDER, STEPHEN FAY  |  MONDAY, 28 MAY 2018
... generic answers to core retirement questions such as "how much do I need", saying that the use of either expenditure data trends or public government data provided scope to perform micro-simulation and adjust forecast earning needs more accurately. Big ...