2015 Margin Lending Investor Report key findings

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In its eleventh year, the 2015 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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Adviser Product Needs and Marketing Needs Report findings released

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Key findings of the Investment Trends 2015 Adviser Product and Marketing Needs Report: Financial planners are looking for new ways to meet clients’ objectives in uncertain markets Professional fund managers

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Key findings of the Investment Trends 2015 Planner Technology Report

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Financial planners’ freedom of platform choice is at its highest level ever The formula for success has changed, platforms now need to help planners demonstrate value netwealth has the highest

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Future is bright for retirement specialists

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Financial planners are looking to further align their business to the needs of an older client base, according to research from leading wealth researcher Investment Trends. The December 2014 Retirement

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Retirement planners call for DLAs

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More than 80 per cent of retirement planners are open to using deferred lifetime annuities (DLAs), according to new research from leading wealth researcher Investment Trends. While they are not

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Adviser uptake of annuities increases rapidly; Growing trend towards lifetime products

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Significantly more financial planners are recommending annuities, according to new research from leading wealth researcher Investment Trends The December 2014 Retirement Planner Report is based on an in-depth survey of

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Regulatory compliance dampens platform development: Investment Trends 2014 Platform Report

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The December 2014 Platform Report, released to Investment Trends’ clients in December, is an in-depth study of the investment platforms used by Australia’s financial planners. The report covers 466 key

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Key findings of the Investment Trends 2014 Planner Business Model Report

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Planners’ businesses continue to improve But many are facing challenges relating to demonstrating value to clients and improving business efficiency Aligned dealer group channels are at risk and we may

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Key findings of the Investment Trends 2014 Planner Risk Report

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In its eighth year, the June 2014 Planner Risk Report is an in-depth study of Australian financial planners’ usage of insurance. The study is based on a survey of 885

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Over 55s now account for four out of five dollars under advice

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Key findings of the Investment Trends December 2013 Retirement Planner Report: Retirees and pre-retirees now account for 82% of planner funds under advice North and Asgard Infinity eWrap lead the

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