Investment trends – margin lending

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RBA figures show the total margin lending industry has shrunk from a high of $42bn five years ago to $12.7bn in September 2012. Against this backdrop the eighth annual Investment Trends Margin Lending Investor Report looks at the way forward for the industry. Key trends included: The number of current margin lending investors may have

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SMSF investor intentions index

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The key findings of the September Self Managed Super Fund (SMSF) Investor Intentions Index Investment Trends Report were as follows: Concern levels among SMSF trustees retrace as the market shows signs of improvement SMSF trustees one year capital return expectations have risen since May 2012, however five year capital return expectations remain at four percent

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Equity market volatility drives more planners to risk advice

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Risk advice is increasingly important to planners’ businesses, with more now advising on it than ever recorded in the eight years of this study’s history, according to a new report released last week from leading wealth researcher Investment Trends. The June 2012 Investment Trends Planner Risk Report is an in-depth study of Australian financial planners

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Australia CFD report

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Investment Trends’ annual CFD Report is based on the largest survey of investors conducted in Australia each year. Key findings of annual Investment Trends Australia Contracts for Difference (CFD) Report: The Australian CFD market continues to grow: 44,000 Australians traded CFDs in the 12 months to May 2012, up from 41,000 a year earlier Potential

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XPLAN leads planning software market in number of adviser relationships

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IRESS continued to be the market leader with its XPLAN and VisiPlan planning software, with 37% of Australian planners using XPLAN and 5% using VisiPlan as their main planning software, according to a new report from leading wealth researcher Investment Trends released in May. When its legacy software (VisiPlan and ProPlanner) and white label relationships

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Planners’ satisfaction with platforms reach the highest level recorded

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Satisfaction with platforms reached the highest level recorded in the nine years of this study’s history, according to a new report released in April from leading wealth researcher Investment Trends. The April 2012 Planner Technology Report is an in-depth study of Australian financial planners and their technology needs. The study is based on a survey

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