Search Results | Showing 1 - 10 of 534 results for "Investment Trend" |
| | | Managed accounts funds under management (FUM) grew by $22.1 billion in the six months to June 2026 reaching $315 billion, according to the latest census by The Institute of Managed Account Professionals (IMAP). The industry reported net inflows of $12.14 ... |
| | | | Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ... |
| | | | Nearly 2.4 million Australian now hold cryptocurrency, according to new research, as local exchange Swyftx announced it is the first domestic crypto platform to offer both traditional asset classes alongside digital assets. Investment Trends' inaugural ... |
| | | | Colonial First State (CFS) has strengthened its managed accounts menu, amid strong growth in client demand and continued momentum across the sector. The CFS Edge Signature menu has included the CFS 150 portfolio, Pendal Australian equity, and Russell ... |
| | | | Australians are feeling less confident about retirement, with retiree confidence and pre-retirement preparedness falling sharply over the past six months. New research from Brighter Super found cost-of-living pressures, market volatility and global ... |
| | | | When it comes to superannuation, Australians traditionally follow the path of least resistance. When a pot of gold feels 'so far away' members tend to adopt a cavalier attitude and habitual disengagement and, instead, dismiss it in the 'too-hard ... |
| | | | ... investors," Zaika continued. "When bringing new funds to market, our process is deliberate: we identify the underlying investment trend and then design targeted, customised exposures that meet the needs of Australian investors. Our range spans both core ... |
| | | | Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ... |
| | | | A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ... |
| | | | Harry Mitchell, the former Iress deputy chief executive, has joined research firm Investment Trends as an executive director on its advisory board. He will work alongside chief executive Eric Blewitt, bringing "fresh eyes" to the business that will ... |
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