Search Results | Showing 1 - 10 of 34 results for "Investment Trends report" |
| | | ... financial advisers acquired amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition, the trend has finally ... |
| | | | ... 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, "strongly ... |
| | | | An Investment Trends report has identified a clear inflection point for member engagement with superannuation funds. The 2024 Super Member Engagement report, based on a survey of 10,886 respondents, provided an analysis of member attitudes, satisfaction ... |
| | | | ... proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without advisers is at an all-time high of 475,000. Adviser use has dropped to an all-time low of ... |
| | | | Active online investor numbers have continued to decline, albeit at a slower rate, according to an Investment Trends report. The report, which surveyed more than 15,000 retail investors and traders in Australia, revealed a contraction to 1.22 million ... |
| | | | ... administration and brought in over $480 million in total inflows through portfolio transfers. According to an Investment Trends report, Stake is also the largest Australian broker for US shares. Lloyd is currently also chair of DASH Technology Group ... |
| | | | Pre-retiree confidence levels are reaching near historic lows, according to an Investment Trends report. Confidence levels have plummeted to 10-year lows in pre-retirees feeling prepared for their next stage of life, and only half cited they feel prepared ... |
| | | | Self-managed superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which ... |
| | | | The federal government is driving hard the importance of accessing quality, affordable financial advice. Minister for Superannuation, Financial Services and the Digital Economy Jane Hume has flagged the opportunities the Morrison government will take ... |
| | | | ... our portfolio and we will ensure that our existing customers are not impacted." A recent Vanguard and Investment Trends report splits SMSF asset allocation into the following: direct shares (36%) cash and cash products (23%), managed investments (22%) ... |
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