Equity market volatility drives more planners to risk advice

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Risk advice is increasingly important to planners’ businesses, with more now advising on it than ever recorded in the eight years of this study’s history, according to a new report

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Australia CFD report

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Investment Trends’ annual CFD Report is based on the largest survey of investors conducted in Australia each year. Key findings of annual Investment Trends Australia Contracts for Difference (CFD) Report:

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New research showing the growing opportunity for planners who can adapt to the needs of the SMSF market

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The Vanguard/Investment Trends Self Managed Super Fund Planner Report – which examines how Australian financial planners interact with SMSF investors – was released last week. The survey shows that SMSFs

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XPLAN leads planning software market in number of adviser relationships

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IRESS continued to be the market leader with its XPLAN and VisiPlan planning software, with 37% of Australian planners using XPLAN and 5% using VisiPlan as their main planning software,

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Self managed super fund average balance tips over the $1 million mark

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The annual Vanguard / Investment Trends Self Managed Super Fund (SMSF) Report, released this week, reveals the continuing growth in both the number of SMSFs being established and the growth

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Planners’ satisfaction with platforms reach the highest level recorded

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Satisfaction with platforms reached the highest level recorded in the nine years of this study’s history, according to a new report released in April from leading wealth researcher Investment Trends.

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XPLAN announced as Australia’s leading advice technology again

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IRESS’ XPLAN continues to lead its competitors on overall planning functionality, according to the latest report from industry researcher Investment Trends. The 2011 version of the Investment Trends Planning Software

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Mega trends for investors

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The day-to-day noise surrounding investment markets can be very distracting, making it hard for investors to see the wood for the trees. This is particularly the case with the Global

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Cautious self managed superannuation investors build a ‘wall of cash’

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The Vanguard/Investment Trends Self Managed Super Funds (SMSF) report tells a clear story of a lack of confidence in future market directions within the self managed super fund sector, according

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