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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Platforms fast-track digitalisation of key processes to support financial advisers in a socially distanced world

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Leading research firm Investment Trends has launched its 2020 Platform Benchmarking & Competitive Analysis Report, an in-depth study of investment platforms used by Australia’s financial advisers and their clients. Digitalisation of key processes was a key focus area for platforms, according to the latest report now in its 17th year. The Report found that platforms

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Pandemic challenges planners to reassess delivery of risk advice: 2020 Planner Risk Report

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Investment Trends has released its 2020 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The pandemic has challenged financial planners to reassess their delivery of risk advice The latest research from Investment Trends reveals that the majority of financial planners (80%) made changes to their delivery of

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Investment Trends names Head of Strategy

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Investment Trends has appointed Andrew Tunny as Head of Strategy. Andrew’s appointment affirms Investment Trends’ commitment to widen the breadth and depth of our consumer and intermediary research to meet the needs to our clients. Sarah Brennan, CEO of Investment Trends says, “Andrew brings a wealth of experience and expertise to lift Investment Trends to

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