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Everything from Investment Trends

Mind the gap: Super funds key pillar of support in both retirement expectations and reality

From Investment Trends

Two years on from the Retirement Income Covenant coming into force, research from leading financial insights firm Investment Trends highlights the stark disconnect between the income sources pre-retirees expect to

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17 Sep 2024

Adviser fee hikes drive client attrition, boost profit margins

From Investment Trends

Investment Trends, a leading financial services research firm, has released its 2024 Adviser Business Model Report, offering crucial insights into the evolving landscape of financial advisory practices in Australia. The

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30 Jul 2024

Surge in online investing driven by young investors and bullish sentiment

From Investment Trends

Investment Trends has released the 30th semi-annual edition of its 2024 Australia First Half Online Investing Report, revealing critical insights into the evolving landscape of online investing and identifying significant

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16 Jul 2024

Adviser numbers stabilise, reflecting positive market outlook: 2024 Adviser Product and Marketing Needs Report

From Investment Trends

Leading financial services industry research firm Investment Trends has released the 17th edition of its 2024 Adviser Product and Marketing Needs Report, highlighting key trends and opportunities within the financial

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11 Jul 2024

Surge in AI adoption and cybersecurity focus transforms adviser technology landscape

From Investment Trends

Leading research firm Investment Trends releases its 21st edition of the Adviser Technology Needs Report, providing an in-depth review of how financial advisers are adapting to evolving technology trends and

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09 Jul 2024

Investment Trends research helps trustees address APRA’s call for enhanced super fund strategies

From Investment Trends

Investment Trends, a leading financial services research firm, responds to APRA’s recent industry update on the retirement income covenant implementation by offering critical insights from its latest Super Member Engagement

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09 Jul 2024

Significant opportunity for insurers to engage 2.6 million interested Australians without health coverage, new report reveals

From Investment Trends

Key points Ready health insurance market: This untapped market has an average age of 39 years, with 45% aged between 18-34, and an average income of $78,000. Onboarding opportunities: The

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26 Jun 2024

Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

From Investment Trends

Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

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25 Jun 2024

Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

From Investment Trends

Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

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17 Jun 2024

Investment Trends report highlights key drivers of member engagement and service needs

From Investment Trends

Leading research firm Investment Trends releases the 16th edition of its 2024 Super Member Engagement Report. Providing an in-depth look at member attitudes, satisfaction and advocacy, including how they would

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30 May 2024

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CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse
Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity Investments
Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio income
With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
CPD: Top 10 tips for providing ethical advice
The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Deceased estates and tax
Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of [...]