Investment Trends Advisory Board and appointment of new CEO

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Leading industry market research firm, Investment Trends, has announced that current CEO Sarah Brennan will take up the role of Chair of the newly established Investment Trends Advisory Board with

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Advisers and industry leaders call for collaboration to solve advice accessibility challenge

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Collaborative action to drive transformation must be taken to enable financial advice to be more cost-effective and accessible, not only to help more Australians meet their individual financial goals but

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Investment Trends and Finura Group work together to deliver deep quantitative research

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Leading industry market research firm, Investment Trends, and independent global technology consultancy, Finura Group, are working together to deliver deep quantitative research and an enhanced experience for clients who want

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Fast-paced platform functionality development continued over the last 12 months: Report

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Fast-paced platform functionality development continued over the last 12 months, as abundantly evidenced in the just released Investment Trends annual Platform Benchmarking Report. Key focus areas included supporting advisers with

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Research shows that Australia’s high-net-worth investors are more numerous, richer and more confident

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Key Highlights Total number of millionaires in Australia rose 31% to 635,000 during the past year Australia’s millionaires control $2.77 trillion in investable assets (up 37%)  68% of High Net

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Shift to managed accounts accelerates

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) together with Investment Trends have issued a new report revealing financial planners are allocating more wealth

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Investment Trends names Head of Strategy

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Investment Trends has appointed Andrew Tunny as Head of Strategy. Andrew’s appointment affirms Investment Trends’ commitment to widen the breadth and depth of our consumer and intermediary research to meet

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Investment Trends names new Head of Research

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Investment Trends has appointed Dr Irene Guiamatsia as Head of Research. Her appointment complements an experienced team of researchers in wealth management and online investing in Australian and global markets.

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