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Showing 1 - 10 of 100+ results for "Investment Trends"

Two senior leaders exit Iress

KARREN VERGARA  |  MONDAY, 25 OCT 2021
... resign is the right one for me and my family," he said. Prior to Iress, Blomfield was the chief executive of Investment Trends. He also held senior roles at Commonwealth Bank, MF Global and Dendiri Advisory. Group executive of strategy and client solutions ...

New retail investors go digital

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
... individuals participating in online trading as interest in cryptocurrency grows, new research shows. The latest Investment Trends 2021 1H Australia Online Investing Report showed the number of online investors is up 35% year on year to May 2021 and nearly ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
The research house has hired an associate director, focused on the direct wealth space. Kurt Mayell joined Investment Trends on August 2. Mayell will lead a team of analysts focused on providing actionable market insights, competitive intelligence ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or 'very good' for ease in demonstrating ...

Praemium improves non-custodial solution

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... successfully with several of Praemium's institutional clients." It comes as research undertaken by Praemium and Investment Trends showed around 60% of advisers are managing client assets off-platform which are typically managed on spreadsheets. Praemium ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... interests of clients and should be on approved product lists. Meanwhile, the latest SMSF research from Vanguard and Investment Trends found that SMSF assets have rebounded to an all-time high of $787 billion in March 2021 following COVID-induced losses ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... our chat-bot Blue working around the clock. We have also put on additional contact centre staff." According to Investment Trends data, there are over 9000 advisers on BT Panorama and also ranked first for overall brand association. "The latest insights ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... Report revealed Netwealth as the overall top-rated platform by financial advisers at 80%. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for platform functionality with a total score of ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... has dropped as the pandemic puts pressure on platform providers to increase capabilities, new research shows. Investment Trends' latest Adviser Technology Needs Report showed only 28% of advisers rated their overall satisfaction with their main platform ...

Adviser ETF use grows

ANNABELLE DICKSON  |  TUESDAY, 29 JUN 2021
... exchange-traded funds (ETFs) as demand for access to specific markets surges, new research shows. The latest BetaShares/Investment Trends ETF Report revealed 75% of Australian advisers are now using ETFs in client portfolios or intend to by the end of ...
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