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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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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Small increases in super contributions has a significant impact on retirement peace of mind: Retirement Income Report

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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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Platforms have improved to help advisers demonstrate value to clients: Platform Benchmarking and Competitive Analysis Report

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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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Investor sentiment remains grounded amidst rising markets: Investor Product Needs Report

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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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2019 Margin Lending Adviser Report: Innovative products are key to rejuvenating the margin lending space

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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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Super fund member loyalty is on the rise: 2019 Super Fund Member Sentiment and Communications Report

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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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Investment Trends releases latest Planning Software Benchmarking Report

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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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Digital engagement channels show continued growth: Online Broking Report

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

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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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