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Search ResultsShowing 1 - 10 of 100+ results for "Investment Trends"
Investment Trends names chief executive
JAMIE WILLIAMSON  |  THURSDAY, 26 NOV 2020
Investment Trends has confirmed the appointment of a new chief executive, whose resume includes roles with MLC Life, Mortgage Choice and AMP Superannuation. The research house has appointed Sarah Brennan as chief executive, replacing Michael Blomfield ...
Give the people advisers: Retirement Income Review
ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... GFC missed the rebound in markets and had not switched back by the end of 2009-10. Meanwhile, research from Investment Trends found that people who access financial advice feel more confident about their retirement incomes. MLC Wealth research also found ...
Praemium improves on-boarding
KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
... increasing connectivity to create a simpler and easier experience for advisers." Joint research by Praemium and Investment Trends found more than half (59%) of the 211 advisers surveyed administer a portion of client assets off-platform. Many advisers ...
ESG push not going anywhere
ELIZA BAVIN  |  FRIDAY, 13 NOV 2020
... with their fund managers on how ESG is incorporated into their investment-making decision. EY said that while investment trends and client engagement on ESG across Asia-Pacific remain high, alternative funds have more work to do when it comes to resourcing ...
Off-platform assets consume advisers' time
KARREN VERGARA  |  MONDAY, 9 NOV 2020
... solutions available that can house all of their clients' assets. According to joint research by Praemium and Investment Trends, more than half (59%) of the 211 advisers surveyed administer a portion of client assets off-platform. These assets include ...
Robo-advice a complement, not disruptor: Six Park
ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... likely to require more holistic advice in the future," the white paper said. Contributing to the whitepaper, Investment Trends research director Recep III Peker noted there are currently more than 2.6 million Australians actively looking for an adviser ...
Robo advice solution set to launch
ALLY SELBY  |  TUESDAY, 22 SEP 2020
... exponentially affect performance," Klassen said. Voss agreed, arguing that "ethical investing is one of the strongest investment trends globally, [making] us delighted and proud to be partnering with Nucleus Wealth to bring our clients this offering". ...
Demand for advice rises
KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... number of Australians seeking financial advice has doubled from five years ago, a new report finds. According to Investment Trends, 2.6 million non-advised Australians want the services of a financial planner over the next two years. This demand has ...
Advisers more bearish than clients
JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
... anticipating capital gains of 1.3% over the next 12 months from local shares. That's according to the latest data from Investment Trends which shows advisers remain bearish, despite the All Ords having rebounded by over 30% since the March sell-off. ...
Clients value advice during pandemic
KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the global pandemic ...
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