Demand for financial advice doubled in the last five years: Investment Trends 2020 Financial Advice Report

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Investment Trends has released its 2020 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australians. Key highlights: The COVID-19 lockdown has spurred greater engagement between financial planners and their clients Demand for financial advice has doubled in the last five years Australians consider their super fund a viable

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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 are paying closer attention to their super amidst the global pandemic Education leads to greater member engagement and confidence ESSSuper and UniSuper stand out for

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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 to expand their role in the SMSF space There is a significant pool of potential SMSFs BGL leads satisfaction ratings Accountants want to expand their

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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, draws on the responses of 5,210 Australian adults. Key highlights Many Australians worry about their retirement prospects, but a small increase in super contributions has

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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 highlights: Netwealth continues to lead the market for overall platform functionality, closely followed by HUB24 Macquarie Wrap’s Digital Portfolio Manager is helping advisers deliver affordable

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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 in its fourteenth year, is based on a survey of 7,933 Australian investors: Investor sentiment remains grounded amidst rising markets As we enter a new

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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, draws on the responses of 7,639 Australian adults that was concluded in September 2018. This year’s study highlights a number of important trends: 1. The

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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 on the responses of 495 financial planners concluded in June 2018. This year’s study highlights a number of important trends: Key highlights: Most planners recognise

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Satisfaction with super funds is increasing, but members still want more: Investment Trends

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Investment Trends has released its flagship 2018 Super Fund Member Sentiment and Communications Report, an in-depth study of super fund members’ attitudes, behaviours, needs and priorities. The report, now in its eleventh year, draws on the responses of more than 10,000 super fund members conducted in May 2018. This year’s study highlights a number of

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Platforms actively combating cyber fraud: Investment Trends report

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Leading research firm Investment Trends has released its 2017 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Now in its fourteenth year, the report benchmarks 19 of the leading platforms in the industry across 522 key characteristics, providing unique insights into their

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