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Showing 1 - 10 of 12 results for "New Investment Trends"

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI in workflow-aligned tools to support ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing AI rate themselves as "beginners" or have "limited use" and primarily ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average in 2023 to 99 in 2024, a drop of 17.5%, according to ...

Family offices embrace crypto: BNY Mellon

CHLOE WALKER  |  THURSDAY, 24 FEB 2022
... crypto say they plan to increase their exposures in the next 12-24 months (72%), citing keeping up with new investment trends (70%) and interest from the next generation (45%). Interestingly multi-family offices are almost twice as likely to be actively ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

Higher super contributions make Aussies feel safer

HARRISON WORLEY  |  TUESDAY, 25 FEB 2020
... their retirement. While the superannuation sector awaits the final report of the retirement income review, new Investment Trends research suggests Australians feel safer when they contribute more than 9.5% of their wage to their retirement savings. The ...

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being stock-pickers and instead being asset allocators. "More ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... accessing dealer services from netwealth subsidiary Pathway Licensee Services. The announcement came after a new Investment Trends adviser survey found that netwealth bested its platform rivals in terms of full functionality. To achieve the top spot ...

SMSFs more sensitive to advice fees: report

JOHN MCDULING  |  TUESDAY, 5 OCT 2010
... self-managed super fund (SMSF) trustees more sensitive to fees, with 15 per cent of those surveyed in a new Investment Trends research expecting to pay less to access financial advice. The new research gives a glimpse of how much SMSF trustees are willing ...

Money flows lead to Africa

RUTH LIEW  |  TUESDAY, 22 SEP 2009
... the fastest growing receiver of FDIs with a 63 per cent increase into the region's coffers. According to a new investment trends report by the United Nations, West Africa enjoyed more than 60 per cent growth in FDIs over 2007. Inflows into South, East ...
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