Financial planner numbers hold steady despite macro headwinds: 2020 Planner Business Model Report

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Leading research firm Investment Trends has released its 2020 Planner Business Model Report, an in-depth study of Australian financial planners and their business support needs. Key highlights: Financial planner numbers

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Investors demand more features and services from online brokers: 2020 1H Australia Online Investing Report

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Specialist researcher Investment Trends has released its 2020 1H Online Investing Report, an in-depth study of the preferences and behaviours of online equities and ETF investors in Australia. Key highlights:

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Australians paying closer attention to super amidst the global pandemic: Report

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Investment Trends has released its 2020 Super Fund Member Sentiment and Communications Report, an in-depth look at the attitudes, needs and priorities of Australian super fund members. Key highlights: Australians

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Investment platform switching on the rise: 2020 Planner Technology Report

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Leading research firm Investment Trends has released its 2020 Planner Technology Report, an in-depth study of Australian financial planners and their technology needs. Key highlights: Investment platform switching is on

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US providers continue to lead the way: Robo-advice Report

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Global research house Investment Trends has released its latest Robo-advice Report, an in-depth study of the adoption and appetite for automated investment services. The study is based on a large-scale

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Accountants want to expand their role in the SMSF space: 2020 SMSF Accountant Report

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Investment Trends has released its 2020 SMSF Accountant Report, an in-depth survey of Australian accountants in public practice who service the Self-Managed Super Fund (SMSF) sector. Key highlights: Accountants want

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Australian retail investors remain resilient in the face of enormous volatility

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Leading research firm Investment Trends provides a brief on the latest views of Australia’s retail investors in the midst of the COVID-19 pandemic and market volatility. Key highlights Australian retail

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More Australian women than ever are investing in build their wealth: 2019 2H Online Broking Report

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International Women’s Day 2020 coincides with the release of the latest Investment Trends research of Australian online investors – the 2019 2H Online Broking Report – so there is no

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Small increases in super contributions has a significant impact on retirement peace of mind: 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, now in its tenth year,

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Platforms have improved to help advisers demonstrate value to clients: Platform Benchmarking and Competitive Analysis Report

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Leading researcher Investment Trends has released its 2019 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Key

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