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Everything from Investment Trends

Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

From Investment Trends

Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

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17 Jun 2024

Investment Trends report highlights key drivers of member engagement and service needs

From Investment Trends

Leading research firm Investment Trends releases the 16th edition of its 2024 Super Member Engagement Report. Providing an in-depth look at member attitudes, satisfaction and advocacy, including how they would

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30 May 2024

Life insurance in Australia: Brand trust and digital innovation key amidst financial security debate

From Investment Trends

Key points Insurance vs. Investment: Out of the 20 million adult Australians, 6.7 million are covered by some form of life insurance. Despite this significant uptake, life insurance is perceived

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30 Apr 2024

Cost remains the number one barrier preventing everyday Australians with advice gaps from getting professional assistance

From Investment Trends

Amid a backdrop labelled ‘worst cost of living crisis in decades’, cost remains the No 1 barrier preventing everyday Australians with advice gaps from getting professional assistance 3 million Australians

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08 Mar 2024

Investment Trends releases 2023 Platform Benchmarking and Competitive Analysis Report

From Investment Trends

The Investment Trends 2023 Platform Benchmarking Report showcases the significant enhancements made by investment platforms in 2023 to support advisers in the provision of advice to clients, as well as

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16 Feb 2024

Online investor numbers decline at a slower pace amid improved outlook for international shares

From Investment Trends

Leading financial services industry research firm Investment Trends releases its 29th semi-annual edition of the 2023 2H Australian Online Investing Report. Providing an in-depth analysis of the Australian online investing

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06 Feb 2024

Investment Trends acknowledges the Government’s response to the Quality of Advice Review

From Investment Trends

Investment Trends acknowledges the government’s final response to the Quality of Advice Review (QAR). The roadmap titled “Delivering Better Financial Outcomes” is designed to increase the availability and affordability of

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13 Dec 2023

Advisers embrace cash and fixed income amid historically fast interest rate hike: 2023 Adviser Product & Marketing Needs Report

From Investment Trends

Leading financial services industry research firm Investment Trends releases its 16th edition of the 2023 Adviser Product & Marketing Needs Report. Providing an in-depth analysis of advisers’ evolving investment product

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16 Nov 2023

Advisers need to offer ESG investment advice to meet growing demand

From Australian Ethical Investment Investment Trends

Responsible investors who use financial advisors are significantly better-informed about investment performance, fees, and the sustainable impact of products than those who try to look for responsible or ESG options

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14 Nov 2023

Thirty eight per cent of advisers report higher practice profitability in the last 12 months

From Investment Trends

Leading financial services industry research firm Investment Trends releases its 20th edition of the 2023 Adviser Business Model Report. Providing an in-depth analysis of the rapidly changing financial advice provision

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07 Sep 2023

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]