Adviser uptake of annuities increases rapidly; Growing trend towards lifetime products

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Significantly more financial planners are recommending annuities, according to new research from leading wealth researcher Investment Trends The December 2014 Retirement Planner Report is based on an in-depth survey of

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2014 Planning Software Report released

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Key findings of the 2014 Investment Trends Planning Software Benchmarking Report: IRESS’ XPLAN is the top rated Australian planning application for 2014 with AdviserNETgain the top rated hybrid planning/platform application

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Investment Trends 2014 High Net Worth Investor Report

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Key Findings of the Investment Trends 2014 High Net Worth (HNW) Investor Report: Australia minted 43,500 new millionaires over 2014, the largest growth in the past five years A quarter

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Investment Trends 2014 Australia Foreign Exchange Report released

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Key findings of the Investment Trends 2014 Australia FX Report: FX trader numbers slipped slightly, but volumes could rise again in 2015 Broker satisfaction reached a record high, but trader

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Regulatory compliance dampens platform development: Investment Trends 2014 Platform Report

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The December 2014 Platform Report, released to Investment Trends’ clients in December, is an in-depth study of the investment platforms used by Australia’s financial planners. The report covers 466 key

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Key findings of the Investment Trends 2014 Adviser Product and Marketing Needs Report

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The September 2014 Adviser Product Needs and Marketing Needs Report, released to Investment Trends clients in November, is a comprehensive study of asset allocation trends among Australia’s financial planners, together

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Key findings of the Investment Trends 2014 Australia CFD Report

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Contrary to the global trend, the Australian CFD market grew in trader numbers despite low volatility in 2014 The number of CFD traders in most of the countries studied by

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Key findings of the Investment Trends 2014 Planner Business Model Report

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Planners’ businesses continue to improve But many are facing challenges relating to demonstrating value to clients and improving business efficiency Aligned dealer group channels are at risk and we may

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Key findings of the Investment Trends 2014 Planner Risk Report

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In its eighth year, the June 2014 Planner Risk Report is an in-depth study of Australian financial planners’ usage of insurance. The study is based on a survey of 885

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Planners have greater freedom of platform choice: Planner Technology Report

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Key findings: Planners have greater freedom of platform choice in 2014 Platform satisfaction is at an eleven year high, but planners’ loyalty should not be taken for granted netwealth has

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