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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Australians are feeling better prepared for retirement: Investment Trends 2017 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 is based on a large-scale survey of 7,305 Australians over the age of 40 concluded in October 2017. This year’s study highlights a number of important trends: Key highlights from […]

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Demand for advice from financial planners is at a record high: Investment Trends

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Key highlights from the Investment Trends 2017 Financial Advice Report: The demand for advice from financial planners is at a record high Financial planners face challenges in expanding their client base, but are taking steps in the right direction Alternative delivery channels are key to converting the advice opportunity In its tenth year, the 2017 […]

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Life insurance advice is challenging, and insurer and technology provider initiatives are more vital than ever

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In its ninth year, the Investment Trends 2017 Planner Risk Report provides an in-depth study of Australian financial planners’ advice on life insurance. The latest edition is based on a survey of 495 financial planners conducted in June 2017. This year’s study highlights a number of important trends: Life insurance advice is challenging, and insurer […]

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Industry-wide collaboration necessary to better prepare Australians for aged care costs: Investment Trends 2016 Retirement Income Report

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Leading research firm Investment Trends have released its 2016 Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and postretirement issues. The report is based on a large-scale survey of 6,987 Australians over the age of 40 conducted through September and October 2016. Key highlights include: Australians are growing more concerned about their […]

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2016 Platform Benchmarking & Competitive Analysis Report: Platform innovation booming following years of focus on compliance

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Leading research firm Investment Trends yesterday released its 2016 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners. The report covers 526 key characteristics of each platform and its service offering, providing a unique insight into their competitive standing and emerging trends across the industry. Key […]

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Key findings of the Investment Trends 2016 SMSF Accountant Report

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SMSF accountants struggle to meet 30 June Australian Financial Services License deadline Newly licensed accountants have strong appetite for education. Fund Managers and brokers have an opportunity to step up and address this Accountants rate cloud-based SMSF solutions highly. Class Super and BGL score best The Investment Trends 2016 SMSF Accountant Report is an in-depth […]

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