Article list

Investment Trends releases latest Planning Software Benchmarking Report

Leading research firm Investment Trends has released its 2018 Planning Software Benchmarking Report, an in-depth study of the planning applications used by Australia’s financial planners. The report benchmarks the key functionality of each application and reviews the direction of application development for financial planners and licensees. XPLAN leads in Australian planning software benchmark rankings Continuing […]

23 Apr 2019

Digital engagement channels show continued growth: Online Broking Report

From Investment Trends

Specialist researcher Investment Trends has released its 2018 2H Online Broking Report, an in-depth study of the attitudes and behaviours of online equities and ETF investors in Australia. Trends highlighted in the report: More Australians are investing despite choppy market conditions. Digital engagement channels continue to grow in importance. Investors embrace advancements in consumer technology. […]

12 Mar 2019

International Women’s Day: women taking control of their financial future

From Investment Trends

This International Women’s Day, specialist financial services research Investment Trends is considering the extent to which the historical gaps that women have faced in investing and financial matters are being addressed. More women are investing and taking control of their financial future than ever before The latest research from Investment Trends shows a significant increase […]

08 Mar 2019

Financial planners are repositioning from stock pickers to asset allocators: Margin Lending Adviser Report

From Investment Trends

Leading research firm Investment Trends has released its 2018 Margin Lending Adviser Report, where we examine the evolving use of gearing among Australia’s stockbrokers and financial planners. The study is based on a survey of 766 financial planners and 223 stockbrokers who provide financial advice concluded in November 2018. This year’s study highlights a number […]

04 Mar 2019

Investment Trends 2018 Financial Advice Report

From Investment Trends

Investment Trends has released its 2018 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australian adults. The report, now in its eleventh year, draws on the responses of 7,639 Australian adults that was concluded in September 2018. This year’s study highlights a number of important trends: 1. The […]

13 Nov 2018

Australians concerned about economic outcomes of the current White House administration: Investment Trends

From Investment Trends

Leading research firm Investment Trends has released its October 2018 Investor Intentions Index, a monthly study that tracks investors’ market outlook and intended investments. The study draws on monthly surveys which were answered by 2,095 Australian investors over the last 12 months. Australian investors’ share market return expectations turn negative for the first time since […]

06 Nov 2018

Planners are relying on insurance providers more than ever: 2018 Planner Risk Report

From Investment Trends

Investment Trends has released its 2018 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The report, now in its tenth year, draws on the responses of 495 financial planners concluded in June 2018. This year’s study highlights a number of important trends: Key highlights: Most planners recognise […]

24 Aug 2018

Investment Trends releases 1H Online Broking Report

From Investment Trends

Leading research firm Investment Trends has released its 2018 First Half Online Broking Report, an in-depth study of the attitudes, behaviours, needs and wants of online equities and ETF investors in Australia. The report is based on a large-scale survey of more than 11,000 investors and traders conducted in May 2018. Online investor numbers soar […]

16 Aug 2018

Satisfaction with super funds is increasing, but members still want more: Investment Trends

From Investment Trends

Investment Trends has released its flagship 2018 Super Fund Member Sentiment and Communications Report, an in-depth study of super fund members’ attitudes, behaviours, needs and priorities. The report, now in its eleventh year, draws on the responses of more than 10,000 super fund members conducted in May 2018. This year’s study highlights a number of […]

31 Jul 2018

Report highlights impact of Royal Commission on planning profession

From Investment Trends

Leading research firm Investment Trends has released its 2018 Planner Business Model Report, an in-depth study of Australian financial planners and their business processes. The report, now in its fifteenth year, is based on a survey of 899 financial planners concluded in May 2018. In light of the recent Royal Commission into Misconduct in the […]

18 Jul 2018