Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 34 results for "Investment Trends report"

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... 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 ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... 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 ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
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 ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... 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 ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
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 ...

Geoff Lloyd to chair Stake

ANDREW MCKEAN  |  MONDAY, 5 JUN 2023
... 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 ...

Confidence in a 'comfortable' retirement nears lows

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
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 ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
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 ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
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 ...

Westpac ditches SMSF lending

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... 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%) ...
PAGE:
1
PREVIOUS
NEXT