Investment Trends has released the first ever Global Online Broking Report, covering the United States, United Kingdom, Germany, Australia, France and Singapore. Over 92,000 investors took part, making it by far the largest study of the online broking industry ever conducted. Among other insights, the survey reveals that Australian traders are the most loyal in [...]
continue readingWith planner and investor concern levels dropping to their lowest point for over three years in February, both planner and investor appetite for growth assets bounced back, according to a new report released in April from leading wealth researcher Investment Trends. The March 2013 Planner Direct Equities and SMA Report is an in-depth study of [...]
continue readingInvestors remained cautious over 2012, with many parts of the industry languishing while select pockets grew strongly, according to a new report released last week from leading wealth researcher Investment Trends. Based on a survey of 9,537 Australian investors, the seventh annual edition of the Investment Trends November 2012 Investor Product Needs Report is an [...]
continue readingAfter investor concern levels fell to a forty-one month low of 5.9 out of 10 in February, fear levels have bounced back to 6.3 in March against a backdrop of increased market volatility. The March 2013 Investor Intentions Index, released this week, is a monthly report that takes the pulse of Australian investors’ sentiment and [...]
continue readingInvestment platforms’ spending on new development fell in 2012, shrinking to just $100m across the calendar year, down from $130m in 2011, according to a new report from leading wealth researcher Investment Trends. Based on comprehensive face to face reviews of 25 leading master trust and wrap platforms, the ninth edition of the Investment Trends [...]
continue readingKey findings of the annual Investment Trends Australian Foreign Exchange (FX) Report: The number of retail foreign exchange (FX) traders in Australia held up well despite a fall in market volatility compared to 2011 The Australian FX market remains fragmented Two in five current FX traders use social media in the trading context Social trading [...]
continue readingFalls in investor fear throughout 2012 were not translating into higher return expectations and the intention to invest until now, according to new research by Investment Trends. The January 2013 Investor Intentions Index, released last week, is a monthly report that takes the pulse of Australian investors’ sentiment and investment intentions, and is based on [...]
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IRESS has developed XPLAN into a world class financial planning application that is now exported to several countries. Rated the leading Australian financial planning application in 2012, IRESS has extended its functionality lead over Coin and AdviserNETgain with a vigorous development program though out 2012. \ Apart from FOFA, development has been directed at making [...]
continue readingRecently released, the 2012 Investment Trends Adviser Product & Marketing Needs Report examines Australian financial planners and their investment product needs, including cash, managed funds and ETFs. Weak capital gain expectations have further expanded the war-chest of excess cash held by planners’ clients The proportion of planner flows into cash is at record levels (31%, [...]
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RBA figures show the total margin lending industry has shrunk from a high of $42bn five years ago to $12.7bn in September 2012. Against this backdrop the eighth annual Investment Trends Margin Lending Investor Report looks at the way forward for the industry. Key trends included: The number of current margin lending investors may have [...]
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