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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13 Apr 2021

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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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15 Mar 2021

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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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23 Feb 2021

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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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10 Feb 2021

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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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05 Feb 2021

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Investment Trends names new Head of Research

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Investment Trends has appointed Dr Irene Guiamatsia as Head of Research. Her appointment complements an experienced team of researchers in wealth management and online investing in Australian and global markets. Sarah Brennan, CEO of Investment Trends says, “I’m delighted to have the invaluable expertise, experience and leadership of Irene in guiding our world class team

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01 Feb 2021

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Demand for financial advice doubled in the last five years: Investment Trends 2020 Financial Advice Report

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Investment Trends has released its 2020 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australians. Key highlights: The COVID-19 lockdown has spurred greater engagement between financial planners and their clients Demand for financial advice has doubled in the last five years Australians consider their super fund a viable

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09 Sep 2020

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Uncertain market conditions have dented financial planners’ investment outlook: 2020 Adviser Product and Marketing Needs Report

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Leading research firm Investment Trends has released its 2020 Adviser Product and Marketing Needs Report, an in-depth study of asset allocation trends among Australia’s financial planners, and their views of asset managers and various investment products. Key highlights: Uncertain market conditions have dented financial planners’ investment outlook Webinars are increasingly valued by planners in the

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28 Aug 2020

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Financial planner numbers hold steady despite macro headwinds: 2020 Planner Business Model Report

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Leading research firm Investment Trends has released its 2020 Planner Business Model Report, an in-depth study of Australian financial planners and their business support needs. Key highlights: Financial planner numbers hold steady despite macro headwinds Planners have minimised client attrition, but profitability growth remains a challenge The cohort of self-licensed planners continues to expand rapidly

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26 Aug 2020

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Investors demand more features and services from online brokers: 2020 1H Australia Online Investing Report

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Specialist researcher Investment Trends has released its 2020 1H Online Investing Report, an in-depth study of the preferences and behaviours of online equities and ETF investors in Australia. Key highlights: The active investor population surpasses one million for the first time Investors demand more features and services from online brokers ESG factors matter in investment

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24 Aug 2020

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