Gen X and Y reject robo-advice for face-to-face

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A new report by ING DIRECT, The truth about Gen X and Gen Y, quashes the assumption that younger generations are more likely to embrace robo-advice, with almost 80 per cent wanting... Read more continue reading

Better options often overlooked by retirees that downsize in haste

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Since the release of Australian Government Productivity Commission Research Paper Housing Decisions for Older Australians in December 2015 and the more recent Actuaries Institute green paper Unlocking Housing Wealth the spotlight... Read more continue reading

Data reveals Great Australian Dream shifts from buying a home to starting a business

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As the ideas boom blooms, is the Great Australian Dream less home-ownership and more entrepreneurialism?  ASK Crowe Horwath reveals key findings. Enquiries about starting a new business and issues related... Read more continue reading

Retirement Planner Report shows advisers becoming more sophisticated in product offerings

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Key findings of the Investment Trends 2015 Retirement Planner Report: Financial planners are becoming even more sophisticated in their product advice to retirees Challenger is growing the annuities market by... Read more continue reading

The great intergenerational transfer of wealth is not going to happen

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Much has been written and predicted in Australia and globally about the great intergenerational transfer of wealth and financial assets by the Baby Boomers to their children and heirs but... Read more continue reading

Men prefer more risk than dames

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When it comes to investing, women don’t fancy as much risk as their male partners – in just one in six couples will it be the female who is the... Read more continue reading

Banking one of the most popular reasons for going online

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Banking was one of the most popular reasons people used the internet in 2014-15 – and that trend is expected to fuel growth in the number of people buying and... Read more continue reading

Investment Trends 2015 High Net Worth Investor Report released

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Investment Trends has recently released its flagship 2015 High Net Worth Investor Report, the largest annual study of Australia’s wealthiest investors, drawing on responses from 2,998 Australian millionaires, who collectively... Read more continue reading

Valentine’s Day for de facto and same sex couples: Get a Will

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Red roses and candlelit dinners may be the traditional way to celebrate Valentine’s Day, but a more useful way to demonstrate deep commitment to your partner is to talk about... Read more continue reading

Leveraged tops for customer satisfaction

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The Investment Trends 2015 Margin Lending Investor Report revealed that Leveraged was the highest rated margin lender in the industry for the Overall Client Satisfaction and number one for Net... Read more continue reading