Search Results | Showing 1 - 10 of 70 results for "Investment Trends Research" |
| | | Investment Trends research has revealed 11.8 million Australians have unmet financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing ... |
| | | | ... industry's record high of $177.5 billion in FUM by year's end. In parallel, Betashares and Investment Trends research indicates a surge in investor interest in equities ETFs, with 53% planning to invest in international equities and 48% in Australian ... |
| | | | ... many Australians are ill-prepared for retirement, lacking control in the retirement process. Further, Investment Trends research has shown that pre-retiree confidence levels are reaching near historic lows. Meanwhile, according to the SSGA report, many ... |
| | | | ... this pessimistic outlook to concerns regarding medical treatment cost increases, and rising inflation. Investment Trends research director Dougal Guild commented: "In addition to relying on the government Age Pension, we are starting to see non-retirees ... |
| | | | ... advisers highly attuned to economic conditions prioritise liquidity, protection, and high-yield products. Investment Trends research director Dougal Guild said that with interest rates on the rise, the proportion of new client money going into cash ... |
| | | | ... for efficiency (45%, up from 34% in 2021) and provide reliable technology (43%, up from 30% in 2021). Investment Trends research director Dougal Guild said: "While the longer-term trend in net inflows is promising, the competition for adviser relationships ... |
| | | | ... forward, making the advice preparation and implementation process more streamlined and effective," Investment Trends research director Dougal Guild said. However, he added, this comes with a need for greater integration and standardisation across solutions. ... |
| | | | ... interest is a key pain point that advisers felt are holding them back from setting up more SMSFs," Investment Trends research director Dougal Guild said. "Advisers want to feel better equipped to educate current and prospective clients and are calling ... |
| | | | ... clients who want deeper insights into financial services technology. The venture was prompted by recent Investment Trends research, indicating digital technology as an area of increasing importance for advisers, as evidenced by the 2021 Adviser Technology ... |
| | | | ... from 48 to 46 years old. Players like Raiz getting into the SMSF market certainly makes sense, as the Investment Trends research found SMSFs are increasingly looking for ways to get into equities in the low-rate environment. More than 60% of trustees ... |
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