2016 Australia CFD Report: market shrank despite increased market volatility

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Investment Trends has released its 2016 Australia CFD Report, an in-depth study of Australian CFD traders’ attitudes and investing habits, based on a large-scale survey of more than 15,000 investors and

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Planners increasingly look to Fintech solutions: Investment Trends 2016 Planner Technology Report

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Key findings from the Investment Trends 2016 Planner Technology Report: Technology providers’ relationships with financial planners are at risk, with more looking for new platforms and planning software To demonstrate

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Key findings of the Investment Trends 2016 SMSF Accountant Report

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SMSF accountants struggle to meet 30 June Australian Financial Services License deadline Newly licensed accountants have strong appetite for education. Fund Managers and brokers have an opportunity to step up

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Key findings of the inaugural Investment Trends 2015 Direct Client Report

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Key findings of the Investment Trends 2015 Direct Client Report: Australians understand the benefits of financial advice, but many do not intend to turn to a financial planner for help

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Key findings of the 2015 Investment Trends Planning Software Report

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IRESS has continued to develop XPLAN into a unified wealth platform Decimal was awarded best superannuation scaled advice application The 2015 innovation award went to Infocus Platformplus for analytics using

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Brokers are the fastest growing margin lending channel: Investment Trends 2015 Margin Lending Broker Report

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In its ninth year, the 2015 Margin Lending Broker Report is an in-depth study of Australian full service stockbrokers’ attitudes and behaviours towards margin lending. The study is based on

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Investors finding it harder to identify investment opportunities: Investment Trends 2015 Investor Product Needs Report

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Key findings of the Investment Trends 2015 The 2015 Investor Product Needs Report is an in-depth study of Australian investors’ investing behaviour and their usage of various investment products. The

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Retirement Planner Report shows advisers becoming more sophisticated in product offerings

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Key findings of the Investment Trends 2015 Retirement Planner Report: Financial planners are becoming even more sophisticated in their product advice to retirees Challenger is growing the annuities market by

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Investment Trends 2015 Margin Lending Planner Report released

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In its eleventh year, the 2015 Margin Lending Planner Report is an in-depth study of financial planners’ usage of and attitudes towards margin lending. The study is based on a

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Investment Trends 2015 High Net Worth Investor Report released

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Investment Trends has recently released its flagship 2015 High Net Worth Investor Report, the largest annual study of Australia’s wealthiest investors, drawing on responses from 2,998 Australian millionaires, who collectively

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