Search ResultsShowing 1 - 10 of 100+ results for "Investment Trends"
Complexity of grandfathered commissions overlooked
ELIZABETH MCARTHUR  |  FRIDAY, 27 SEP 2019
... explained. "It was always expected that it would die a natural death over time." In the policy paper, Anderson cited Investment Trends data which showed that in 2010 grandfathered commissions made up 30% of practice income but by 2017 that proportion ...
Rainmaker Group expands into ESG media, acquires The Sustainability Report
JAMIE WILLIAMSON  |  WEDNESDAY, 25 SEP 2019
... the burgeoning consumer demand for sustainable, ethical and responsible investment financial products. The Investment Trends 2018 Adviser Product and Marketing Needs Report, which surveyed 766 Australian financial planners, found 34% now provide advice ...
Growing uncertainty sees more advisers outsourcing
ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being stock-pickers and instead being asset allocators. "More ...
Best online brokers revealed
ELIZABETH MCARTHUR  |  THURSDAY, 22 AUG 2019
New research from Investment Trends has revealed the online brokers with the most satisfied customers in Australia. Bell Direct, CMC Markets and SelfWealth clients report the most satisfaction with their online broker. Bell Direct ranked first with ...
Advice resilient under pressure: Research
ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... implemented. However, data shows the industry's outlook as a whole remains positive. This is a key finding from Investment Trends' 2019 Licensee Satisfaction Report which further shows the advice industry remains resilient despite compliance and regulatory ...
Cooper Investors launches equities fund
KANIKA SOOD  |  MONDAY, 22 JUL 2019
... Investors' global equities team will manage the fund. "This endowment mindset way of investing is one of the biggest investment trends we've seen in the market place," Cooper Investors founder and chief investment officer Peter Cooper said. "Investing ...
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... functionality is now available as is a new SMSF dashboard with integrated accounting software. According to Investment Trends' 2019 Planner Technology Report, BT Panorama is the highest rated platform for mobile access and level of fees. "Change in the ...
Advisers struggle with untapped SMSF market
KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report, which found the number of SMSFs have skyrocketed disproportionately to the financial advice rendered ...
Super funds hard to engage with: Research
ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... to engage their super fund in the last 12 months gave up, according to new research. New insights from the Investment Trends Super Fund Member Sentiment and Communications Report shows 67% of super fund members attempted to engage with their super fund ...
Netwealth distribution lead exits
JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2019
... Mitchell's replacement. The platform provider was recently voted as the top platform by overall satisfaction in the Investment Trends Planner Technology Report for 2019, with 55% of users rating their overall satisfaction as 'very good'. It also recently ...
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