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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: The Fragmentation Era
In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth [...]
CPD: Retirement income strategy choices
There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]
CPD: Ethics and the advice practice
When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by [...]
CPD: Is your approach to client risk profiling putting you at risk?
Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]
CPD: A new global order and implications for investors
The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]