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Search ResultsShowing 1 - 10 of 100+ results for "Investment Trends"
Iress adds to executive team
ELIZA BAVIN  |  WEDNESDAY, 5 AUG 2020
... business growth objectives, including increasing growth at scale, Iress said. Blomfield will join Iress from Investment Trends where he currently serves as chief executive, a role he has held for over four years. Prior to that, he held senior roles at ...
Super fund satisfaction mixed, SMSFs unhappy
ELIZABETH MCARTHUR  |  TUESDAY, 14 JUL 2020
... previous month, it's an increase of 2.9% on the same time last year. The findings are in opposition to those of Investment Trends and its Super Fund Member Sentiment and Communications Report which found satisfaction has dropped by 1% year on year, however ...
Advisers switch platforms amid pandemic
ALLY SELBY  |  TUESDAY, 7 JUL 2020
... platforms in their search for better service and support in the wake of the Royal Commission and COVID-19 pandemic. Investment Trends' 2020 Planner Technology Report found that 29% of financial advisers stopped placing new business on a platform in the ...
AFA, FPA share bleak view of industry
ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
... few new advisers coming into the industry," Anderson said. AFA chief executive Phil Kewin added that recent Investment Trends research had found that fewer Australians are accessing financial advice, the logical end result of a smaller industry. The ...
Australia lagging on robo-advice
HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... there is hope for local providers, according to new global research on the take-up of the technology. Latest Investment Trends shows Australia is still lagging behind when it comes to the adoption of robo-advice, with just 7% of active online investors ...
State Street model portfolios land on BT Panorama
HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... classes, sectors and product issuers thanks to their open architecture investment structure. The recently released Investment Trends 2020 Managed Accounts Report highlighted the ongoing growth of managed accounts, particularly among advisers with lower-balance ...
Compliance worse than COVID-19
ALLY SELBY  |  THURSDAY, 23 APR 2020
... global pandemic that has ripped both economies and lives to shreds. In an interview with Financial Standard, Investment Trends research director Recep Peker revealed 69% of advisers named compliance burden as their biggest challenge, with advisers spending ...
Managed accounts use broadens
HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
... accounts are proving popular for financial advisers with lower-balance clients, according to new research from Investment Trends and State Street Global Advisors. The second SPDR ETFs/Investment Trends Managed Accounts report shows managed account use ...
Trading platforms see record use
HARRISON WORLEY  |  THURSDAY, 9 APR 2020
... them." Burns said there is "no doubt" investors see opportunities in the market, a point corroborated by recent Investment Trends research , which noted 26% of retail investors intend to increase their exposure to Australian equities in the next fortnight. ...
Not at the bottom, yet: Research
HARRISON WORLEY  |  TUESDAY, 7 APR 2020
... believe the market has further to fall before it hits the bottom, yet remain optimistic about the future. Latest Investment Trends research shows retail investors hold a positive view of the future, despite feeling that we haven't yet seen the market ...
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