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,

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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

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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

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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

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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

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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

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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.

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Planners increasingly look to Fintech solutions: Investment Trends 2016 Planner Technology Report

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Key findings from the Investment Trends 2016 Planner Technology Report: Technology providers’ relationships with financial planners are at risk, with more looking for new platforms and planning software To demonstrate

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Key findings of the inaugural Investment Trends 2015 Direct Client Report

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Key findings of the Investment Trends 2015 Direct Client Report: Australians understand the benefits of financial advice, but many do not intend to turn to a financial planner for help

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Investment Trends 2015 Margin Lending Planner Report released

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In its eleventh year, the 2015 Margin Lending Planner Report is an in-depth study of financial planners’ usage of and attitudes towards margin lending. The study is based on a

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