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

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 ...

Mergers push member positivity

ANNABELLE DICKSON  |  THURSDAY, 10 JUN 2021
... sector is received positively by members but engagement is still underwhelming, new research shows. The latest Investment Trends Super Member Engagement Report showed nearly a third of members see merging with a larger fund as a positive outcome compared ...

Fidelity hires sustainability director

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... "Gabriel will play an important part in helping the Sustainable Investing function identify long-term sustainable investment trends and strategic opportunities for our clients," Tan said. Wilson-Otto joins Fidelity from BNP Paribas Asset Management where ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...
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