Digital engagement channels show continued growth: Online Broking Report

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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. […]

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

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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 […]

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Report highlights impact of Royal Commission on planning profession

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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 […]

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

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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 […]

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

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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 […]

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Investment Trends releases its 2017 Adviser Product and Marketing Needs Report

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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 […]

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Investment Trends 2017 Planner Technology Report – the door is open for tech savvy providers to stake their claim

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Key highlights from the Investment Trends 2017 Planner Technology Report: Financial planners’ needs are evolving, but technology providers are struggling to keep pace. The door is open for tech savvy providers to stake their claim The newer platforms are mounting a strong challenge against the established players – existing planner relationships will be put to […]

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Margin lending investors have become more savvy risk managers: 2016 Margin Lending Investor Report

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In its twelfth year, the 2016 Margin Lending Investor Report is an in-depth study of Australian margin lending users’ attitudes and behaviours. The study is based on a survey of 1,418 Australian-based investors conducted between July and August 2016 by leading research firm Investment Trends. Key highlights from the 2016 Margin Lending Investor Report: The […]

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Investment Trends Report: Robo-advice can be a game changer for many Australians

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One of the hottest topics in the industry is the proliferation of automated investment services, or so called robo-advice tools. Leading research firm Investment Trends yesterday publicly released its inaugural Robo-advice Report, an in-depth study assessing the adoption and impact of automated investment services. The study is based on a large-scale survey of nearly 9,000 online […]

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SMSF research highlights the need for diversification, opportunity for advice

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Market volatility and uncertainty have had a marked impact on how Australians with self-managed superannuation funds (SMSFs) approach investing, according to the nation’s most comprehensive research into SMSF trustees and their advisers. Launched by Vanguard and Investment Trends in Sydney yesterday, the 2016 Vanguard/Investment Trends Self-Managed Super Fund Reports collate responses from more than 3500 SMSF trustees and […]

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