Investor sentiment remains grounded amidst rising markets: Investor Product Needs Report

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Leading research firm Investment Trends has released its latest Investor Product Needs Report, an in-depth study of Australians’ investing behaviour and their use of various investment products. The study, now

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2019 Margin Lending Adviser Report: Innovative products are key to rejuvenating the margin lending space

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Leading research firm Investment Trends has released its 2019 Margin Lending Adviser Report, which examines the evolving use of gearing to invest among Australian stockbrokers and financial planners. Key highlights:

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Super fund member loyalty is on the rise: 2019 Super Fund Member Sentiment and Communications Report

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Investment Trends has released its flagship 2019 Super Fund Member Sentiment and Communications Report, an in-depth look at the attitudes, needs and priorities of Australian super fund members. The twelfth

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Investment Trends releases latest Planning Software Benchmarking Report

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Leading research firm Investment Trends has released its 2018 Planning Software Benchmarking Report, an in-depth study of the planning applications used by Australia’s financial planners. The report benchmarks the key

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Digital engagement channels show continued growth: Online Broking Report

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Specialist researcher Investment Trends has released its 2018 2H Online Broking Report, an in-depth study of the attitudes and behaviours of online equities and ETF investors in Australia. Trends highlighted

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International Women’s Day: women taking control of their financial future

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This International Women’s Day, specialist financial services research Investment Trends is considering the extent to which the historical gaps that women have faced in investing and financial matters are being

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Financial planners are repositioning from stock pickers to asset allocators: Margin Lending Adviser Report

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Leading research firm Investment Trends has released its 2018 Margin Lending Adviser Report, where we examine the evolving use of gearing among Australia’s stockbrokers and financial planners. The study is

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Investment Trends 2018 Financial Advice Report

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Investment Trends has released its 2018 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australian adults. The report, now in its eleventh year,

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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

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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

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