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INVESTMENT TRENDS
Financial planning
High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....
Financial planning
The number of newly-advised clients has outpaced client attrition for the first time in three years according to Investment Trends, while consumers have increased the amo...
Financial planning
Advisers’ growth expectations have significantly dropped this year with advisers expecting to see average capital growth of just 0.7%....
People & Products
Research firm Investment Trends has appointed Eric Blewitt as chief executive, as Sarah Brennan moves into a newly-created position on the firm’s advisory board....
Tech
The number of investments being made online has fallen significantly amid the market downturn and the threat of rising inflation and interest rates....
News
Rising bearishness among investors has led to a retreat into defensive assets, according to the latest quarterly manager and intelligence trends report from Bfinance....
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....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...