Wealth app developers sharpen both tone and content for better ‘conversations’ with the next generation of consumers: 2022 Digital Wealth Report

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Leading research firm Investment Trends has released its latest 2022 Digital Wealth Report, a review of the latest developments in digital technology used to deliver wealth services to Australian retail consumers. A comparative analysis of 866 digital wealth applications (apps) and services, the report recorded a surge in the usage of digital wealth applications by Australian retail consumers in recent years,

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Technological change will benefit SMSF trustees, but caution needed

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The SMSF sector will benefit from technology advances, but it will be evolutionary, not revolutionary, SMSF Association CEO John Maroney told the ‘Thought Leadership Breakfast’ that kick started the Association’s 2022 National Conference at the Adelaide Convention Centre yesterday. “We have seen the advances that technology have delivered to the SMSF, accounting and financial planning

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ETF investor numbers have climbed to over 1.7 million as the products expand their appeal across age and gender

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Key points Investors are increasingly using ETFs as portfolio core Compared to five years ago, new retail ETF investors are younger and more likely to be female ETF users have embraced thematic investing, with renewable energy the most popular Leading research firm Investment Trends has recently launched its 2021 ETF Investor and Adviser Report, an

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Participation in online investing continues to grow with emerging brands expanding their reach: Report

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Leading research firm Investment Trends has launched its 2021 2H Online Investing Report, an in-depth study of the attitudes and preferences of online equities and ETF investors in Australia. The second half of 2021 has seen online investor numbers continue to climb albeit at a slower pace (21.6% increase compared to a 66.6% increase in

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The rise of the retail investor shows little sign of abating

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Key points: 1.43 million unique individuals placed at least one online trade in listed securities in the 12 months to May’21, up 35% year on year, and nearly double pre-pandemic levels Inflows remains healthy – 148,000 new online investors placed their first trade in only the past six months Cryptocurrencies have once again captured the

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Managed accounts pass Best Interest test, delivering efficiencies to advice firms during disruptive times

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Leading research firm Investment Trends has released its annual Managed Accounts Report, and in-depth study of financial planners’ use of managed accounts in Australia. The twelfth annual edition of the Report reveals a growing adoption of managed accounts. In the last five years, the proportion of financial planners who recommend managed accounts has doubled from

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More Australians are considering ESG factors in their investing decisions

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Leading research firm Investment Trends has released its inaugural ESG Investor Report, the largest scale and deepest dive into the attitudes towards ESG investing among Australian investors. The consideration of environmental, social and governance (ESG) factors when selecting investments is gaining widespread appeal. According to the latest research from Investment Trends, the majority of Australian

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The retail investing market grows at pace as Australians respond to changing macro conditions and embrace new digital investing solutions

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Leading research firm Investment Trends has launched its 2020 2H Online Investing Report, an in-depth study of the attitudes and preferences of online equities and ETF investors in Australia. At the end of 2020, the population of active retail online investors in Australia reached a new high of 1.25 million. Over the last 12 months

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Investment Trends names new Head of Research

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Investment Trends has appointed Dr Irene Guiamatsia as Head of Research. Her appointment complements an experienced team of researchers in wealth management and online investing in Australian and global markets. Sarah Brennan, CEO of Investment Trends says, “I’m delighted to have the invaluable expertise, experience and leadership of Irene in guiding our world class team

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Investment Trends releases 1H Online Broking Report

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Leading research firm Investment Trends has released its 2018 First Half Online Broking Report, an in-depth study of the attitudes, behaviours, needs and wants of online equities and ETF investors in Australia. The report is based on a large-scale survey of more than 11,000 investors and traders conducted in May 2018. Online investor numbers soar

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