Investment Trends 2013 Planner Technology Report

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Key findings of the Investment Trends 2013 Planner Technology Report: XPLAN continues to lead the planning software market with the largest number of adviser relationships Midwinter has the highest satisfaction

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Australians are the world’s most loyal share traders

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Investment Trends has released the first ever Global Online Broking Report, covering the United States, United Kingdom, Germany, Australia, France and Singapore.  Over 92,000 investors took part, making it by

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Planners’ use of listed investments reach the highest level recorded

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With planner and investor concern levels dropping to their lowest point for over three years in February, both planner and investor appetite for growth assets bounced back, according to a

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Investor numbers in hybrid securities rose 21% over 2012

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Investors remained cautious over 2012, with many parts of the industry languishing while select pockets grew strongly, according to a new report released last week from leading wealth researcher Investment

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Investment Trends: Investor fear level returns in March

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After investor concern levels fell to a forty-one month low of 5.9 out of 10 in February, fear levels have bounced back to 6.3 in March against a backdrop of

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Investment Trends: Platform development spending shrinks

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Investment platforms’ spending on new development fell in 2012, shrinking to just $100m across the calendar year, down from $130m in 2011, according to a new report from leading wealth

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Investment Trends releases FX research

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Key findings of the annual Investment Trends Australian Foreign Exchange (FX) Report: The number of retail foreign exchange (FX) traders in Australia held up well despite a fall in market

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Investor return expectations finally leap through the fear barrier

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Falls in investor fear throughout 2012 were not translating into higher return expectations and the intention to invest until now, according to new research by Investment Trends. The January 2013

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Key findings: 2012 Investment Trends Planning Software Benchmark Report

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IRESS has developed XPLAN into a world class financial planning application that is now exported to several countries. Rated the leading Australian financial planning application in 2012, IRESS has extended

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Adviser product and marketing needs report

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Recently released, the 2012 Investment Trends Adviser Product & Marketing Needs Report examines Australian financial planners and their investment product needs, including cash, managed funds and ETFs. Weak capital gain

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