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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Super Member Engagement Report – Members are paying close attention to super fund merger activity

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Key points 27% of members see merging with a larger fund as a positive outcome compared to 11% who see it as a negative. The majority are indifferent The few who hold a negative sentiment towards mergers are most concerned about potential negative impacts on fees and returns Some (18%) oppose re-branding post merger, citing

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More Australians are considering ESG factors in their investing decisions

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Leading research firm Investment Trends has released its inaugural ESG Investor Report, the largest scale and deepest dive into the attitudes towards ESG investing among Australian investors. The consideration of environmental, social and governance (ESG) factors when selecting investments is gaining widespread appeal. According to the latest research from Investment Trends, the majority of Australian

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Disruption to the advice tech stack is happening at pace

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Leading research firm Investment Trends has launched its 2020 Advice Technology Benchmark Report, which provides an in-depth review of developments in technology used by financial advisers to deliver advice, covering the impact of Best Interest Duty requirements, innovations in the client discovery process, delivery of scaled advice and new competition in the space. The Report

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Advice providers need to keep up with the shifting preferences of HNW investors

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Leading research firm Investment Trends has launched its flagship 2020 High Net Worth Investor Report, the largest annual study of Australia’s wealthiest investors (defined as those with over $1 million in investable assets outside their own home, business and non-SMSF super). Now in its thirteenth year, the Report shows that there are 485,000 HNW investors

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The retail investing market grows at pace as Australians respond to changing macro conditions and embrace new digital investing solutions

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Leading research firm Investment Trends has launched its 2020 2H Online Investing Report, an in-depth study of the attitudes and preferences of online equities and ETF investors in Australia. At the end of 2020, the population of active retail online investors in Australia reached a new high of 1.25 million. Over the last 12 months

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