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Showing 1 - 10 of 519 results for "Investment trends"

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State Street Investment Management, found the investment vehicle has firmly entered ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment framework from advisers ...

Harry Mitchell joins Investment Trends

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
Harry Mitchell, the former Iress deputy chief executive, has joined research firm Investment Trends as an executive director on its advisory board. He will work alongside chief executive Eric Blewitt, bringing "fresh eyes" to the business that will ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... role in managed accounts. The number is set to increase to over 80% in 2026 according to the 2025 Betashares/Investment Trends ETF Adviser Report, which compiled the response from some 1505 financial advisers, expressing their confidence in ETFs. Approximately ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... including senior leadership roles at Insignia Financial, Macquarie Bank and AMP. Most recently, a director at Investment Trends, he spent four years at Insignia Financial as general manager of advisory solutions. That role followed a 10 stint at Macquarie ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
... growing "significantly" higher than those who wait, research reveals. According to the latest Brighter Super & Investment Trends 2025 Retirement Income Report, providing insights from 3679 Australian adults aged 40 and above, including 1348 retirees ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... Additionally, many are now consulting with financial advisers to make retirement planning decisions, aligning with Investment Trends' recent 2025 Financial Advice Report, which indicated a strong rebound of new clients seeking advice - an increase of ...

Advisers acquired 300k new clients in 2025: Report

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

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... robust governance. AMP chief economist Shane Oliver said: "Managed portfolios are acting as a mirror to broader investment trends. They continue to continue to aim for innovation in terms of new assets, diversification and managing risks to cope with ...

UBS shutters international shares fund

MATTHEW WAI  |  MONDAY, 29 SEP 2025
... to continue. The fund is to be terminated on or around October 21. "After analysis of market conditions and investment trends, UBS believes that closing the fund is in the best interest of unitholders. Our fiduciary view is that the fund is not at an ...
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