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Adviser numbers stabilise, reflecting positive market outlook: 2024 Adviser Product and Marketing Needs Report

From Investment Trends

Leading financial services industry research firm Investment Trends has released the 17th edition of its 2024 Adviser Product and Marketing Needs Report, highlighting key trends and opportunities within the financial

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11 Jul 2024

Surge in AI adoption and cybersecurity focus transforms adviser technology landscape

From Investment Trends

Leading research firm Investment Trends releases its 21st edition of the Adviser Technology Needs Report, providing an in-depth review of how financial advisers are adapting to evolving technology trends and

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09 Jul 2024

Investment Trends research helps trustees address APRA’s call for enhanced super fund strategies

From Investment Trends

Investment Trends, a leading financial services research firm, responds to APRA’s recent industry update on the retirement income covenant implementation by offering critical insights from its latest Super Member Engagement

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09 Jul 2024

Significant opportunity for insurers to engage 2.6 million interested Australians without health coverage, new report reveals

From Investment Trends

Key points Ready health insurance market: This untapped market has an average age of 39 years, with 45% aged between 18-34, and an average income of $78,000. Onboarding opportunities: The

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26 Jun 2024

Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

From Investment Trends

Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

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25 Jun 2024

Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

From Investment Trends

Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

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17 Jun 2024

Investment Trends report highlights key drivers of member engagement and service needs

From Investment Trends

Leading research firm Investment Trends releases the 16th edition of its 2024 Super Member Engagement Report. Providing an in-depth look at member attitudes, satisfaction and advocacy, including how they would

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30 May 2024

Life insurance in Australia: Brand trust and digital innovation key amidst financial security debate

From Investment Trends

Key points Insurance vs. Investment: Out of the 20 million adult Australians, 6.7 million are covered by some form of life insurance. Despite this significant uptake, life insurance is perceived

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30 Apr 2024

Cost remains the number one barrier preventing everyday Australians with advice gaps from getting professional assistance

From Investment Trends

Amid a backdrop labelled ‘worst cost of living crisis in decades’, cost remains the No 1 barrier preventing everyday Australians with advice gaps from getting professional assistance 3 million Australians

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08 Mar 2024

Investment Trends releases 2023 Platform Benchmarking and Competitive Analysis Report

From Investment Trends

The Investment Trends 2023 Platform Benchmarking Report showcases the significant enhancements made by investment platforms in 2023 to support advisers in the provision of advice to clients, as well as

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16 Feb 2024

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]