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Showing 81 - 90 of 229 results for %22Trends Trust%22

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... self-managed superannuation funds to be well diversified. The 2018 SMSF Insights Paper - a collaboration between Investment Trends, BT Financial Group and the SMSF Association - shows that despite 97% of financial advisers agreeing diversification is ...

Thought leadership: Building portfolios for market crises

DARREN SNYDER  |  THURSDAY, 3 MAY 2018
... the long haul, if you can condition them not to be timed to the market - and that's a big if," he says. The CFM IS Trends Trust, Jordan explains, uses long-term trend following as a strategy. The concept itself is not new and it forms the basis of many ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
Robo-advice presents opportunities for increasing consumer accessibility to financial advice, but Investment Trends data and adviser insight suggests it will never be a panacea. Latest Investment Trends research shows adoption of robo-advice in Australia ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... marketing, digital, innovation and direct Tim Keegan said. The findings come from AMP Capital's latest survey of investment trends in the SMSF industry. AMP Capital undertook a quantitative survey of 700 AMP Capital SMSF investors alongside Investment ...

Wearables driving life insurance engagement

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... general manager of innovation Dan Taylor said. An ANZ white paper released last year shows new technologies and social trends are redefining approaches to healthy living and inspiring an upsurge of interest in personal wellbeing. The challenge for insurers ...

Alternative beta corresponds with adviser risk concerns

DARREN SNYDER  |  WEDNESDAY, 17 JAN 2018
... produce a return profile which has little or no correlation to traditional asset classes." Demand for the CFM IS Trends Trust (CFM IS Trends), which offers investors a global, diversified exposure to long-term trend following strategies, has been growing ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... investment vehicle. The Best Practice Forum covered the sector from all angles including retirement income, robo-advice, adviser trends and product design. Rainmaker research shows in the last four years alone the number of ETF products available to ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... firms like ours can provide nationwide services to a broad range of clients." According to recent research from Investment Trends and Vanguard Australia, the number of self-managed superannuation funds with unmet financial advice needs is at record highs ...

DomaCom signs key 10-year partnership

ALEX BURKE  |  TUESDAY, 21 NOV 2017
... CoreLogic's historic index values. DomaCom said this combined expertise offers "sophisticated insights into the future trends of Australia's residential property market." This news follows DomaCom retiring Perpetual Trust Services as responsible entity ...

Former HUB24 executive joins global data provider

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
... data and analytics tools to investors, consultants and asset managers to better understand global and local investment trends and market themselves more effectively. The firm said the appointment was spurred by growing globalisation in the Australian ...