Search ResultsShowing 1 - 10 of 100+ results for "Investment Trends"
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 ...
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
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 ...
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... 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 ...
Managed accounts grow, but education remains low
HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... 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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