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Search ResultsShowing 1 - 10 of 100+ results for "Investment Trends"
HNWs change views on advice
ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
New research from Investment Trends has revealed that high-net-worth investors in Australia have changed their view of professional financial advice since the pandemic. Investment Trends found that there are 485,000 HNW investors in Australia as of ...
ESG managed accounts on the rise
ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use managed accounts for ESG while 60% are already using managed ...
Praemium expands distribution footprint
KARREN VERGARA  |  TUESDAY, 6 APR 2021
Praemium has appointed two to its distribution team as it continues to build momentum on the back of acquiring Powerwrap. Shane Muscat was appointed head of strategic sales in March, while Dale Wright joins as senior business development manager. Muscat ...
Mason Stevens bolsters Melbourne team
ANNABELLE DICKSON  |  WEDNESDAY, 31 MAR 2021
... investments under management or administration and was recently recognised as the most improved platform in the latest Investment Trends 2020 Platform Competitive Analysis and Benchmarking Report.
HUB24 hits fund managers with higher fees
KANIKA SOOD  |  FRIDAY, 19 MAR 2021
Fund managers that use HUB24's platform have received updated contracts this month, listing a significant increase in their "reporting fees". HUB24 charges fund managers a reporting fee if they want to see which financial advisers and/or dealer ...
Investor population rises for global equities
ANNABELLE DICKSON  |  THURSDAY, 11 MAR 2021
... trade listed investments for the first time, having set their sights on global equities, new research shows. Investment Trends 2020 2H Online Investing Report found that 435,000 Australians placed their first trade in the last 12 months, bringing the ...
HUB24, Netwealth top platform rankings
JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
Investment Trends' latest look at the platforms space has seen HUB24 just inch out Netwealth for the lead when it comes to overall functionality. The 2020 Platform Benchmarking & Competitive Analysis Report sees HUB24 rank first for platform functionality ...
NEOS, ClearView lead satisfaction
ELIZABETH MCARTHUR  |  TUESDAY, 9 FEB 2021
New research from Investment Trends has measured how satisfied risk advisers are with their main life insurers across key service areas, NEOS Life and ClearView on top. It found that NEOS overtook ClearView to become the insurer advisers are most satisfied ...
Investment Trends hires head of strategy
KARREN VERGARA  |  THURSDAY, 4 FEB 2021
Investment Trends has appointed a new head of strategy as part of its effort to expand consumer and intermediary research. Andrew Tunny joins the Sydney-based research firm having recently worked as a state manager for MLC Advice partnerships. Tunny ...
Investment Trends names new head of research
ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
Investment Trends has announced a new head of research as Recep Peker steps down to support the business in an advisory capacity. Irene Guiamatsia will step into the role, bringing two decades of experience spanning academia, market research and financial ...
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