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 […]
continue readingInternational 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
Leading research firm Investment Trends has released its latest Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and post-retirement issues. The report, now in its tenth year, draws on the responses of 5,210 Australian adults. Key highlights Many Australians worry about their retirement prospects, but a small increase in super contributions has […]
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26
Feb
2020
Leading researcher Investment Trends has released its 2019 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Key highlights: Netwealth continues to lead the market for overall platform functionality, closely followed by HUB24 Macquarie Wrap’s Digital Portfolio Manager is helping advisers deliver affordable […]
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19
Feb
2020
Leading research firm Investment Trends has released its latest Investor Product Needs Report, an in-depth study of Australians’ investing behaviour and their use of various investment products. The study, now in its fourteenth year, is based on a survey of 7,933 Australian investors: Investor sentiment remains grounded amidst rising markets As we enter a new […]
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31
Jan
2020
Leading research firm Investment Trends has released its 2019 Margin Lending Adviser Report, which examines the evolving use of gearing to invest among Australian stockbrokers and financial planners. Key highlights: Advisers’ views on gearing to invest are improving despite their subdued market outlook Innovative products are key to rejuvenating the margin lending space Advisers’ views […]
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23
Jan
2020
Investment Trends has released its flagship 2019 Super Fund Member Sentiment and Communications Report, an in-depth look at the attitudes, needs and priorities of Australian super fund members. The twelfth annual addition of the report draws on the views of more than 9,000 super fund members conducted in May 2019. Key highlights: Super fund loyalty […]
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15
Jul
2019
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 […]
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23
Apr
2019
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. […]
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12
Mar
2019
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 […]
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08
Mar
2019
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