Demand for advice from financial planners is at a record high: Investment Trends

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Key highlights from the Investment Trends 2017 Financial Advice Report: The demand for advice from financial planners is at a record high Financial planners face challenges in expanding their client

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Life insurance advice is challenging, and insurer and technology provider initiatives are more vital than ever

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In its ninth year, the Investment Trends 2017 Planner Risk Report provides an in-depth study of Australian financial planners’ advice on life insurance. The latest edition is based on a

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Investment Trends 2017 First Half Online Broking Report

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Key highlights from the Investment Trends 2017 Australia First Half Online Broking Report: A strong All Ords run carries online investor numbers to five year high Industry switching activity remains

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Investment Trends 2017 Planner Technology Report – the door is open for tech savvy providers to stake their claim

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Key highlights from the Investment Trends 2017 Planner Technology Report: Financial planners’ needs are evolving, but technology providers are struggling to keep pace. The door is open for tech savvy

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Planners using an ecosystem of tech services for client engagement: 2016 Planning Software Benchmarking Report

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Leading research firm Investment Trends has released its 2016 Planning Software Benchmarking Report, an in-depth study of the comprehensive planning applications used by Australia’s financial planners. The report benchmarks the

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Industry-wide collaboration necessary to better prepare Australians for aged care costs: Investment Trends 2016 Retirement Income Report

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Leading research firm Investment Trends have released its 2016 Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and postretirement issues. The report is based on a large-scale

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2016 Platform Benchmarking & Competitive Analysis Report: Platform innovation booming following years of focus on compliance

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Leading research firm Investment Trends yesterday released its 2016 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners. The report covers

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Margin lending investors have become more savvy risk managers: 2016 Margin Lending Investor Report

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In its twelfth year, the 2016 Margin Lending Investor Report is an in-depth study of Australian margin lending users’ attitudes and behaviours. The study is based on a survey of

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Investment Trends Report: Robo-advice can be a game changer for many Australians

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One of the hottest topics in the industry is the proliferation of automated investment services, or so called robo-advice tools. Leading research firm Investment Trends yesterday publicly released its inaugural Robo-advice

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Insurers must solidify planner relationships: Investment Trends 2016 Planner Risk Report

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Key findings of the Investment Trends 2016 Planner Risk Report Proposed LIF reforms hit planners’ revenue from risk advice Insurers must solidify planner relationships: Half stopped using an insurer in

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