Insurers must solidify planner relationships: Investment Trends 2016 Planner Risk Report

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Key findings of the Investment Trends 2016 Planner Risk Report Proposed LIF reforms hit planners’ revenue from risk advice Insurers must solidify planner relationships: Half stopped using an insurer in the last year BT Life achieved the highest user satisfaction among insurers The Investment Trends 2016 Planner Risk Report is an in-depth study of Australian

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2016 Australia CFD Report: market shrank despite increased market volatility

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Investment Trends has released its 2016 Australia CFD Report, an in-depth study of Australian CFD traders’ attitudes and investing habits, based on a large-scale survey of more than 15,000 investors and traders conducted in May 2016. Key highlights include: The Australian CFD market shrank despite increased market volatility Traders are more willing than ever to promote

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Planners increasingly look to Fintech solutions: Investment Trends 2016 Planner Technology Report

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Key findings from the Investment Trends 2016 Planner Technology Report: Technology providers’ relationships with financial planners are at risk, with more looking for new platforms and planning software To demonstrate value for money, technology providers need to support planners through increased practice efficiency and client engagement AdviserLogic takes lead in software satisfaction following enhancements to

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Key findings of the Investment Trends 2016 SMSF Accountant Report

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SMSF accountants struggle to meet 30 June Australian Financial Services License deadline Newly licensed accountants have strong appetite for education. Fund Managers and brokers have an opportunity to step up and address this Accountants rate cloud-based SMSF solutions highly. Class Super and BGL score best The Investment Trends 2016 SMSF Accountant Report is an in-depth

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Key findings of the inaugural Investment Trends 2015 Direct Client Report

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Key findings of the Investment Trends 2015 Direct Client Report: Australians understand the benefits of financial advice, but many do not intend to turn to a financial planner for help 4.3 million Australians intend to conduct a financial activity without the help of an adviser in the next two years Robo-advice has the potential to

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Key findings of the 2015 Investment Trends Planning Software Report

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IRESS has continued to develop XPLAN into a unified wealth platform Decimal was awarded best superannuation scaled advice application The 2015 innovation award went to Infocus Platformplus for analytics using peer benchmarking to promote best practice Automated investment advice functionality is coming to most planning applications Scalable advice and client advice engagement technology are the

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Brokers are the fastest growing margin lending channel: Investment Trends 2015 Margin Lending Broker Report

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In its ninth year, the 2015 Margin Lending Broker Report is an in-depth study of Australian full service stockbrokers’ attitudes and behaviours towards margin lending. The study is based on a survey of 234 full service stockbrokers concluded in December 2015. Key findings of the Investment Trends 2015 Margin Lending Broker Report: Brokers are the

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Investors finding it harder to identify investment opportunities: Investment Trends 2015 Investor Product Needs Report

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Key findings of the Investment Trends 2015 The 2015 Investor Product Needs Report is an in-depth study of Australian investors’ investing behaviour and their usage of various investment products. The study is based on a survey of 9,793 Australian investors concluded in October 2015. This year’s study highlights a number of interesting trends. Investors are

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Retirement Planner Report shows advisers becoming more sophisticated in product offerings

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Key findings of the Investment Trends 2015 Retirement Planner Report: Financial planners are becoming even more sophisticated in their product advice to retirees Challenger is growing the annuities market by making the product easy to understand and use CFS FirstChoice was the highest rated platform for pre-retiree/retiree capabilities overall Planners seek the next generation of

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Investment Trends 2015 Margin Lending Planner Report released

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In its eleventh year, the 2015 Margin Lending Planner Report is an in-depth study of financial planners’ usage of and attitudes towards margin lending. The study is based on a survey of 417 financial planners concluded in November 2015. Key findings of the Investment Trends 2015 Margin Lending Planner Report: Client interest in margin lending

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