investment trends

Financial planning

Client appetite grows for one-off episodic advice

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...

Financial planning

Mason Stevens appoints head of strategic accounts

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...

Funds management

Investment Trends appoints head of sales

Research house Investment Trends has made a new hire to head up its Australian sales team....

Financial planning

The ‘recipe for success’ of highly profitable advice firms

Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....

Financial planning

Advisers deterred by strict APLs at large licensees

A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....

Financial planning

Quality over quantity: Advisers servicing fewer clients

Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...

Financial planning

Insourcer or outsourcer: Which type of adviser are you?

A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...

Funds management

New investor wave driven by younger participants

Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment Trends, up from just 10 per cent in 2019....

Financial planning

How much do advice practices spend on tech?

Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...

Financial planning

Three-quarters of advisers expected to use managed accounts

Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research....

Financial planning

How much would unadvised Aussies pay for advice?

Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...

People & Products

Former Investment Trends CEO joins Netwealth

Netwealth has appointed Sarah Brennan, former CEO of Investment Trends, as a non-executive director on its board....

People & Products

HUB24 v Netwealth: Which platform has won first place?

In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...