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 […]
continue readingLeading 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 […]
continue reading
23
Jan
2020
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 […]
continue reading
15
Jul
2019
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 […]
continue reading
23
Apr
2019
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. […]
continue reading
12
Mar
2019
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 […]
continue reading
08
Mar
2019
Leading research firm Investment Trends has released its 2018 Margin Lending Adviser Report, where we examine the evolving use of gearing among Australia’s stockbrokers and financial planners. The study is based on a survey of 766 financial planners and 223 stockbrokers who provide financial advice concluded in November 2018. This year’s study highlights a number […]
continue reading
04
Mar
2019
Investment Trends has released its 2018 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australian adults. The report, now in its eleventh year, draws on the responses of 7,639 Australian adults that was concluded in September 2018. This year’s study highlights a number of important trends: 1. The […]
continue reading
13
Nov
2018
Leading research firm Investment Trends has released its October 2018 Investor Intentions Index, a monthly study that tracks investors’ market outlook and intended investments. The study draws on monthly surveys which were answered by 2,095 Australian investors over the last 12 months. Australian investors’ share market return expectations turn negative for the first time since […]
continue reading
06
Nov
2018
Investment Trends has released its 2018 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The report, now in its tenth year, draws on the responses of 495 financial planners concluded in June 2018. This year’s study highlights a number of important trends: Key highlights: Most planners recognise […]
continue reading
24
Aug
2018
Earn CPD Points
CPD: Which beta is better?Infrastructure investing is increasingly popular within retirement savings plans and ...
CPD: 30 years of investment lessons from Japan, and the implications for real estateImagine a person of prime working age (~40 years old) ...
CPD: Quantitative investment delivers positive investor outcomesThe essence of a quantitative investment approach is straight-forward: it ...
CPD: Cold War 2.0 and its implications for global marketsBill Priest, CEO, co-CIO and portfolio manager of Epoch Investment ...
CPD: Growing your advice practiceThere is increasing commentary about the need for financial advice ...
0 comments