Key findings of the Investment Trends 2015 Financial Advice Report

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Key Findings: Australians are even more concerned about their financial situation, fuelling their appetite for financial advice Opportunity for disruption of the traditional financial advice market is high 400,000 members intend to turn to a representative from their super fund for advice in the next two years The August 2015 Financial Advice Report, released to

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Key findings from the Investment Trends 2015 Planner Risk Report:

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Implementation of Trowbridge recommendations would push more planners towards holistic advice Planners remain very willing to leave underperforming insurers A significant number of planners are actively looking for new insurer relationships Users give XPLAN the highest overall satisfaction ratings for risk software In its seventh year, the June 2015 Planner Risk Report is an in-depth

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