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INVESTMENT TRENDS
Financial planning
The use of multiple platforms has reached a 10-year record high average of three, with advisers increasing the proportion of new business directed to their secondary plat...
Financial planning
Financial advisers are planning to increase their technology spend to more than $200,000 annually, according to Investment Trends, thanks to the need for multiple systems...
SMSF
Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment...
Financial planning
The advice gap is more acute in Australia than other parts of the world, according to a panel of industry experts, and is lagging behind in digital advice propositions....
Financial planning
The most engaging digital wealth applications are ones which maintain user engagement through “conversations” with the end-user, according to Investment Trends research....
Funds management
Investors are becoming more optimistic on the Australian stockmarket, according to Investment Trends, while global stability is their biggest concern....
People & Products
Industry market research firm, Investment Trends, and global technology consultancy, Finura Group, are working together to deliver quantitative research on digital techno...
Funds management
The number of exchange traded fund investors has climbed to over 1.7 million, with new investors being younger and more likely to be female compared to five years ago....
Financial planning
The number of Australian online investors continued to rise in the second half of 2021, helped by emerging brands continuing to expand their reach....
Financial planning
The annual Investment Trends platform report has revealed all platforms reported an increase in adviser satisfaction in 2021 but which platform came out on top?...
Funds management
While inflows of new traders and reactivators have tapered in the contracts for difference and foreign exchange space, 33% are trading cryptocurrency, according to Invest...
Financial planning
More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...
Superannuation
The prospect of regulatory changes is impacting peace of mind for many Australians either heading towards or in retirement, according to Investment Trends....
Financial planning
Financial advisers are expecting local shares to deliver capital gains of 3.5% over the next 12 months, according to Investment Trends....
Financial planning
There is a reluctance from high net worth Australian investors to use investment advisers and an unmet advice gap in inheritance and estate planning, and strategies to re...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...