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Showing 1 - 10 of 491 results for "Investment Trends"

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million Australian adults, 16.4 million need help or ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... although demand has soared to historic highs, the number of people seeking advice has dropped, according to an Investment Trends report. Regardless, the Iress report found increasing client meeting frequency, as well as platform software consolidation ...

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
Mason Stevens has named a head of strategic accounts, welcoming the global head of growth from Investment Trends to the position. The wealth platform provider said the appointment focuses on driving new business and strengthening platform partnerships ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... the number of people actually seeking it has dropped. That's according to new research from Brighter Super and Investment Trends that shows retirement confidence among Australians is the lowest it's been in a decade. According to the 2024 Retirement ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... Standard Managed Accounts Forum heard what prevents advisers from adopting SMAs. Citing research from SSGA and Investment Trends, the main concern amongst advisers was how they justify their value add to clients if they are outsourcing investment decisions ...

UBS terminates Future Leaders small cap fund

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
... management. UBS head of product Glen Rice said the fund was terminated following an analysis of market conditions and investment trends, adding that the closure was in the best interests of unitholders. "Our fiduciary view is that the fund is not at ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
Investment Trends appointed a new head of sales for Australia who recently finished up at Bell Direct. Tim Sparks will lead Investment Trends' sales operations across Australia, having joined in September. He is the former head of distribution and ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... equip advisers to cater to the "increasingly unique requirements" of HNW clients. According to Praemium and Investment Trends' HNW Investor report, the number of HNW investors now sits at 690,000 in Australia, controlling $3.3 trillion in investable ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... the 2024 Financial Standard Managed Accounts Forum. After surveying financial advisers, in partnership with Investment Trends, SSGA found that the main concern amongst advisers was how they justify their value add to clients if they are outsourcing investment ...

Pre-retirees expect less reliance on Age Pension: Investment Trends

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... with the Age Pension, but the reality is retirees currently need nearly double that amount, a new study from Investment Trends finds. A survey of more than 5600 participants in accumulation phase expect that only 12% of their retirement income will come ...
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