Wealth app developers sharpen both tone and content for better ‘conversations’ with the next generation of consumers: 2022 Digital Wealth Report

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Leading research firm Investment Trends has released its latest 2022 Digital Wealth Report, a review of the latest developments in digital technology used to deliver wealth services to Australian retail consumers. A comparative analysis of 866 digital wealth applications (apps) and services, the report recorded a surge in the usage of digital wealth applications by Australian retail consumers in recent years,

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ETF investor numbers have climbed to over 1.7 million as the products expand their appeal across age and gender

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Key points Investors are increasingly using ETFs as portfolio core Compared to five years ago, new retail ETF investors are younger and more likely to be female ETF users have embraced thematic investing, with renewable energy the most popular Leading research firm Investment Trends has recently launched its 2021 ETF Investor and Adviser Report, an

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Participation in online investing continues to grow with emerging brands expanding their reach: Report

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Leading research firm Investment Trends has launched its 2021 2H Online Investing Report, an in-depth study of the attitudes and preferences of online equities and ETF investors in Australia. The second half of 2021 has seen online investor numbers continue to climb albeit at a slower pace (21.6% increase compared to a 66.6% increase in

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Fast-paced platform functionality development continued over the last 12 months: Report

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Fast-paced platform functionality development continued over the last 12 months, as abundantly evidenced in the just released Investment Trends annual Platform Benchmarking Report. Key focus areas included supporting advisers with regulatory change, digitisation, advice delivery, and practice efficiency. Key notes: In a close tussle, Netwealth has clinched the No.1 overall score, trading places with HUB24

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Over 40’s bullish on retirement outlook, expect retirement savings to last longer

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Leading research firm Investment Trends has launched its 2021 Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and post-retirement issues. The latest Investment Trends Report highlights a surging proportion of pre-retirees feel very well prepared for retirement (16%, up from 10% in 2020). Another 45% are feeling ‘somewhat prepared’ (up from 36%)

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2021 Adviser Product and Marketing Needs Report: Buoyant markets a uniquely enabling backdrop as advisers respond to a trifecta of challenges

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Leading research firm Investment Trends has launched its 2021 Adviser Product and Marketing Needs Report, an in-depth study of asset allocation trends among Australia’s financial advisers, their views of asset managers, and various investment products. The latest Investment Trends Report highlights financial advisers’ market outlook is optimistic in line with strong asset price growth. As of

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2021 Financial Advice Report – COVID has stoked demand for financial advice, but affordability remains an important barrier

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COVID has stoked demand for financial advice, but affordability remains an important barrier The pandemic has prompted many Australians to consider seeking advice earlier than planned. An estimated 12.6m Australian adults have unmet advice needs. Two in five Australian adults say advice is out of affordable reach, and more are reaching out to their super

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The rise of the retail investor shows little sign of abating

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Key points: 1.43 million unique individuals placed at least one online trade in listed securities in the 12 months to May’21, up 35% year on year, and nearly double pre-pandemic levels Inflows remains healthy – 148,000 new online investors placed their first trade in only the past six months Cryptocurrencies have once again captured the

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Managed accounts pass Best Interest test, delivering efficiencies to advice firms during disruptive times

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Leading research firm Investment Trends has released its annual Managed Accounts Report, and in-depth study of financial planners’ use of managed accounts in Australia. The twelfth annual edition of the Report reveals a growing adoption of managed accounts. In the last five years, the proportion of financial planners who recommend managed accounts has doubled from

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Adviser satisfaction with platforms has fallen, but improved support services will be key to lifting ratings

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Leading research firm Investment Trends has released its latest Adviser Technology Needs Report, an in-depth look at the evolving technology needs of financial advisers, as well as their usage of platforms and planning software. Now in its eighteenth year, the latest Report reveals that satisfaction with platforms has eased slightly. Industry wide, the proportion of

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