| Search Results | Showing 1 - 10 of 100+ results for "Investment Trends" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | Latest research from Investment Trends shows financial advisers are becoming increasingly concerned with how to provide affordable advice. Investment Trends' 2019 Planner Technology Report revealed more advisers are struggling to provide affordable ... |
| | | | ... application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial ... |
| | | | ... educational deficiencies. Global asset manager State Street Global Advisors released research in conjunction with Investment Trends that reveals almost double the amount of financial advisers are recommending the use of managed accounts than five years ... |
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| | HARRISON WORLEY Insurance in superannuation is now opt-in only for new members under the age of 25 and those with low account balances, after the government's Putting Members' Interest First super reforms passed through the Senate yesterday. | KRISTI CHENG Intrust Super has relaunched its robo-advice offering, increasing the solution's speed while decreasing the user input requirements. | | | KANIKA SOOD Brett Himbury, the chief executive of the $148 billion industry-super-owned fund manager, is stepping down after a decade in the role in a surprise announcement made this morning. | JAMIE WILLIAMSON The Federal Court of Australia has found IOOF did not contravene the Superannuation Industry Supervision Act in the case brought against its APRA-regulated entities by the prudential regulator. |
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