Investment Trends releases its 2017 Adviser Product and Marketing Needs Report

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Leading research firm Investment Trends has released its 2017 Adviser Product and Marketing Needs Report, an in-depth study of key asset allocation trends among Australia’s financial planners, as well as their views of fund managers and various investment products. The study, now in its tenth year, is based on a survey of 459 financial planners

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Australian HNW investor numbers on the rise: Investment Trends

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Investment Trends has released its flagship 2017 High Net Worth Investor Report, the largest annual study of Australia’s wealthiest investors. The report, now in its tenth year, concluded in September 2017 and draws on responses from 1,483 millionaires in investable assets. This year’s study highlights a number of important trends: Key highlights from the Investment

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Demand for advice from financial planners is at a record high: Investment Trends

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Key highlights from the Investment Trends 2017 Financial Advice Report: The demand for advice from financial planners is at a record high Financial planners face challenges in expanding their client base, but are taking steps in the right direction Alternative delivery channels are key to converting the advice opportunity In its tenth year, the 2017

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Life insurance advice is challenging, and insurer and technology provider initiatives are more vital than ever

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In its ninth year, the Investment Trends 2017 Planner Risk Report provides an in-depth study of Australian financial planners’ advice on life insurance. The latest edition is based on a survey of 495 financial planners conducted in June 2017. This year’s study highlights a number of important trends: Life insurance advice is challenging, and insurer

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Investment Trends 2017 First Half Online Broking Report

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Key highlights from the Investment Trends 2017 Australia First Half Online Broking Report: A strong All Ords run carries online investor numbers to five year high Industry switching activity remains low, but is rising among frequent traders Clients recognise the strengths of Bell Direct, CMC Markets and CommSec In its thirteenth year, the Online Broking

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Investment Trends 2017 Planner Technology Report – the door is open for tech savvy providers to stake their claim

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Key highlights from the Investment Trends 2017 Planner Technology Report: Financial planners’ needs are evolving, but technology providers are struggling to keep pace. The door is open for tech savvy providers to stake their claim The newer platforms are mounting a strong challenge against the established players – existing planner relationships will be put to

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Industry-wide collaboration necessary to better prepare Australians for aged care costs: Investment Trends 2016 Retirement Income Report

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Leading research firm Investment Trends have released its 2016 Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and postretirement issues. The report is based on a large-scale survey of 6,987 Australians over the age of 40 conducted through September and October 2016. Key highlights include: Australians are growing more concerned about their

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2016 Platform Benchmarking & Competitive Analysis Report: Platform innovation booming following years of focus on compliance

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Leading research firm Investment Trends yesterday released its 2016 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners. The report covers 526 key characteristics of each platform and its service offering, providing a unique insight into their competitive standing and emerging trends across the industry. Key

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Margin lending investors have become more savvy risk managers: 2016 Margin Lending Investor Report

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In its twelfth year, the 2016 Margin Lending Investor Report is an in-depth study of Australian margin lending users’ attitudes and behaviours. The study is based on a survey of 1,418 Australian-based investors conducted between July and August 2016 by leading research firm Investment Trends. Key highlights from the 2016 Margin Lending Investor Report: The

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Investment Trends Report: Robo-advice can be a game changer for many Australians

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One of the hottest topics in the industry is the proliferation of automated investment services, or so called robo-advice tools. Leading research firm Investment Trends yesterday publicly released its inaugural Robo-advice Report, an in-depth study assessing the adoption and impact of automated investment services. The study is based on a large-scale survey of nearly 9,000 online

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