Financial planner numbers hold steady despite macro headwinds: 2020 Planner Business Model Report

From

Leading research firm Investment Trends has released its 2020 Planner Business Model Report, an in-depth study of Australian financial planners and their business support needs. Key highlights: Financial planner numbers hold steady despite macro headwinds Planners have minimised client attrition, but profitability growth remains a challenge The cohort of self-licensed planners continues to expand rapidly

continue reading
26 Aug 2020

0 comments

Investors demand more features and services from online brokers: 2020 1H Australia Online Investing Report

From

Specialist researcher Investment Trends has released its 2020 1H Online Investing Report, an in-depth study of the preferences and behaviours of online equities and ETF investors in Australia. Key highlights: The active investor population surpasses one million for the first time Investors demand more features and services from online brokers ESG factors matter in investment

continue reading
24 Aug 2020

0 comments

US providers continue to lead the way: Robo-advice Report

From

Global research house Investment Trends has released its latest Robo-advice Report, an in-depth study of the adoption and appetite for automated investment services. The study is based on a large-scale survey of almost 20,000 online investors across Australia, the USA, the UK, Spain, Germany, France, Singapore and Hong Kong. Key highlights: US providers continue to

continue reading
19 Jun 2020

0 comments

More Australian women than ever are investing in build their wealth: 2019 2H Online Broking Report

From

International Women’s Day 2020 coincides with the release of the latest Investment Trends research of Australian online investors – the 2019 2H Online Broking Report – so there is no better time to look at key trends in the retail investing space from the perspective of women investors. Key highlights More Australian women than ever

continue reading
06 Mar 2020

0 comments

Digital engagement channels show continued growth: Online Broking Report

From

Specialist researcher Investment Trends has released its 2018 2H Online Broking Report, an in-depth study of the attitudes and behaviours of online equities and ETF investors in Australia. Trends highlighted in the report: More Australians are investing despite choppy market conditions. Digital engagement channels continue to grow in importance. Investors embrace advancements in consumer technology.

continue reading
12 Mar 2019

0 comments

Australians concerned about economic outcomes of the current White House administration: Investment Trends

From

Leading research firm Investment Trends has released its October 2018 Investor Intentions Index, a monthly study that tracks investors’ market outlook and intended investments. The study draws on monthly surveys which were answered by 2,095 Australian investors over the last 12 months. Australian investors’ share market return expectations turn negative for the first time since

continue reading
06 Nov 2018

0 comments

Report highlights impact of Royal Commission on planning profession

From

Leading research firm Investment Trends has released its 2018 Planner Business Model Report, an in-depth study of Australian financial planners and their business processes. The report, now in its fifteenth year, is based on a survey of 899 financial planners concluded in May 2018. In light of the recent Royal Commission into Misconduct in the

continue reading
18 Jul 2018

0 comments

Digital client engagement will be the norm for the next generation of financial planners: 2018 Planner Technology Report

From

Leading research firm Investment Trends has released its 2018 Planner Technology Report, an in-depth study of Australian financial planners and their technology needs. The report, now in its fifteenth year, is based on a survey of 804 financial planners concluded in May 2018. This year’s study highlights a number of important trends: Digital client engagement

continue reading
28 Jun 2018

0 comments

Robo-advice is no longer a foreign concept in Australia: Investment Trends Report

From

Robo-advice (or automated investing) is gaining traction in Australia and across the globe. The latest Investment Trends Robo-advice Report is based on a large-scale survey of over 10,000 online investors and 1,425 financial advisers conducted between February and December 2017 across Australia, the USA, the UK, Spain, Germany, France, Singapore and Hong Kong. This year’s

continue reading
18 Apr 2018

0 comments

Investment Trends releases its 2017 Adviser Product and Marketing Needs Report

From

Leading research firm Investment Trends has released its 2017 Adviser Product and Marketing Needs Report, an in-depth study of key asset allocation trends among Australia’s financial planners, as well as their views of fund managers and various investment products. The study, now in its tenth year, is based on a survey of 459 financial planners

continue reading
23 Jan 2018

0 comments