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INVESTMENT TRENDS
Funds management
Research house Investment Trends has made a new hire to head up its Australian sales team....
Financial planning
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
Financial planning
A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....
Financial planning
Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...
Financial planning
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...
Funds management
Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment Trends, up from just 10 per cent in 2019....
Financial planning
Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...
Financial planning
Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research....
Financial planning
Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...
People & Products
Netwealth has appointed Sarah Brennan, former CEO of Investment Trends, as a non-executive director on its board....
People & Products
In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...
Funds management
BlackRock has highlighted five “mega forces“ impacting investment markets that will change long-term global growth....
Funds management
The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....
People & Products
Mercer’s high-net-worth clients are set to benefit from a new service agreement to utilise Praemium’s virtual managed account and administration services, with the platfo...
Financial planning
Self-licensed advisers are most likely to have seen their profit margins increase over the past 12 months, according to research by Investment Trends, as fees increase fo...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...