Australians concerned about economic outcomes of the current White House administration: Investment Trends

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Leading research firm Investment Trends has released its October 2018 Investor Intentions Index, a monthly study that tracks investors’ market outlook and intended investments. The study draws on monthly surveys which were answered by 2,095 Australian investors over the last 12 months. Australian investors’ share market return expectations turn negative for the first time since

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Planners are relying on insurance providers more than ever: 2018 Planner Risk Report

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Investment Trends has released its 2018 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The report, now in its tenth year, draws on the responses of 495 financial planners concluded in June 2018. This year’s study highlights a number of important trends: Key highlights: Most planners recognise

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Investment Trends releases 1H Online Broking Report

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Leading research firm Investment Trends has released its 2018 First Half Online Broking Report, an in-depth study of the attitudes, behaviours, needs and wants of online equities and ETF investors in Australia. The report is based on a large-scale survey of more than 11,000 investors and traders conducted in May 2018. Online investor numbers soar

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Satisfaction with super funds is increasing, but members still want more: Investment Trends

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Investment Trends has released its flagship 2018 Super Fund Member Sentiment and Communications Report, an in-depth study of super fund members’ attitudes, behaviours, needs and priorities. The report, now in its eleventh year, draws on the responses of more than 10,000 super fund members conducted in May 2018. This year’s study highlights a number of

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Report highlights impact of Royal Commission on planning profession

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Leading research firm Investment Trends has released its 2018 Planner Business Model Report, an in-depth study of Australian financial planners and their business processes. The report, now in its fifteenth year, is based on a survey of 899 financial planners concluded in May 2018. In light of the recent Royal Commission into Misconduct in the

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Funds are still learning to manage their digital member facing channels: Investment Trends Member Engagement Report

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Leading research firm Investment Trends has released its latest Member Engagement Report – an in-depth survey of the engagement channels, activities, transaction and advice services provided by Australian superannuation funds to their members. The report, now in its fifth year, is based on a survey of 44 of Australia’s largest super funds concluded in December

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Digital client engagement will be the norm for the next generation of financial planners: 2018 Planner Technology Report

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Leading research firm Investment Trends has released its 2018 Planner Technology Report, an in-depth study of Australian financial planners and their technology needs. The report, now in its fifteenth year, is based on a survey of 804 financial planners concluded in May 2018. This year’s study highlights a number of important trends: Digital client engagement

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Robo-advice is no longer a foreign concept in Australia: Investment Trends Report

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Robo-advice (or automated investing) is gaining traction in Australia and across the globe. The latest Investment Trends Robo-advice Report is based on a large-scale survey of over 10,000 online investors and 1,425 financial advisers conducted between February and December 2017 across Australia, the USA, the UK, Spain, Germany, France, Singapore and Hong Kong. This year’s

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Platforms actively combating cyber fraud: Investment Trends report

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Leading research firm Investment Trends has released its 2017 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Now in its fourteenth year, the report benchmarks 19 of the leading platforms in the industry across 522 key characteristics, providing unique insights into their

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Australians are feeling better prepared for retirement: Investment Trends 2017 Retirement Income Report

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Leading research firm Investment Trends has released its latest Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and post-retirement issues. The report is based on a large-scale survey of 7,305 Australians over the age of 40 concluded in October 2017. This year’s study highlights a number of important trends: Key highlights from

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