Demand for financial advice doubled in the last five years: Investment Trends 2020 Financial Advice Report

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Investment Trends has released its 2020 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australians. Key highlights: The COVID-19 lockdown has spurred greater engagement between financial planners and their clients Demand for financial advice has doubled in the last five years Australians consider their super fund a viable

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09 Sep 2020

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Uncertain market conditions have dented financial planners’ investment outlook: 2020 Adviser Product and Marketing Needs Report

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Leading research firm Investment Trends has released its 2020 Adviser Product and Marketing Needs Report, an in-depth study of asset allocation trends among Australia’s financial planners, and their views of asset managers and various investment products. Key highlights: Uncertain market conditions have dented financial planners’ investment outlook Webinars are increasingly valued by planners in the

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28 Aug 2020

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Financial planner numbers hold steady despite macro headwinds: 2020 Planner Business Model Report

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Leading research firm Investment Trends has released its 2020 Planner Business Model Report, an in-depth study of Australian financial planners and their business support needs. Key highlights: Financial planner numbers hold steady despite macro headwinds Planners have minimised client attrition, but profitability growth remains a challenge The cohort of self-licensed planners continues to expand rapidly

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26 Aug 2020

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Investors demand more features and services from online brokers: 2020 1H Australia Online Investing Report

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Specialist researcher Investment Trends has released its 2020 1H Online Investing Report, an in-depth study of the preferences and behaviours of online equities and ETF investors in Australia. Key highlights: The active investor population surpasses one million for the first time Investors demand more features and services from online brokers ESG factors matter in investment

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24 Aug 2020

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Australians paying closer attention to super amidst the global pandemic: Report

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Investment Trends has released its 2020 Super Fund Member Sentiment and Communications Report, an in-depth look at the attitudes, needs and priorities of Australian super fund members. Key highlights: Australians are paying closer attention to their super amidst the global pandemic Education leads to greater member engagement and confidence ESSSuper and UniSuper stand out for

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15 Jul 2020

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Investment platform switching on the rise: 2020 Planner Technology Report

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Leading research firm Investment Trends has released its 2020 Planner Technology Report, an in-depth study of Australian financial planners and their technology needs. Key highlights: Investment platform switching is on the rise Planners want better client-facing functionality in their tech stack Netwealth and AdviserLogic continue to lead satisfaction ratings Investment platform switching is on the

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08 Jul 2020

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US providers continue to lead the way: Robo-advice Report

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Global research house Investment Trends has released its latest Robo-advice Report, an in-depth study of the adoption and appetite for automated investment services. The study is based on a large-scale survey of almost 20,000 online investors across Australia, the USA, the UK, Spain, Germany, France, Singapore and Hong Kong. Key highlights: US providers continue to

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19 Jun 2020

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Accountants want to expand their role in the SMSF space: 2020 SMSF Accountant Report

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Investment Trends has released its 2020 SMSF Accountant Report, an in-depth survey of Australian accountants in public practice who service the Self-Managed Super Fund (SMSF) sector. Key highlights: Accountants want to expand their role in the SMSF space There is a significant pool of potential SMSFs BGL leads satisfaction ratings Accountants want to expand their

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10 Jun 2020

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Australian retail investors remain resilient in the face of enormous volatility

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Leading research firm Investment Trends provides a brief on the latest views of Australia’s retail investors in the midst of the COVID-19 pandemic and market volatility. Key highlights Australian retail investors remain resilient in the face of enormous volatility Return and dividend expectations have fallen sharply, but remain in the black Retail believe the market

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08 Apr 2020

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More Australian women than ever are investing in build their wealth: 2019 2H Online Broking Report

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International Women’s Day 2020 coincides with the release of the latest Investment Trends research of Australian online investors – the 2019 2H Online Broking Report – so there is no better time to look at key trends in the retail investing space from the perspective of women investors. Key highlights More Australian women than ever

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06 Mar 2020

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