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Showing 1 - 10 of 28 results for "Investment Trends survey"

Retirement confidence slides in Australia

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
Australians are feeling less confident about retirement, with retiree confidence and pre-retirement preparedness falling sharply over the past six months. New research from Brighter Super found cost-of-living pressures, market volatility and global ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI in workflow-aligned tools to support more complex ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

Super fund satisfaction mixed, SMSFs unhappy

ELIZABETH MCARTHUR  |  TUESDAY, 14 JUL 2020
... AustralianSuper, Cbus, First State Super, Hostplus, Tasplan, HESTA and Sunsuper. UniSuper came in second in the Investment Trends survey, pipped at the post by ESSSuper. In third place was Catholic Super followed by Cbus. For the retail sector, Roy Morgan's ...

Best online brokers revealed

ELIZABETH MCARTHUR  |  THURSDAY, 22 AUG 2019
New research from Investment Trends has revealed the online brokers with the most satisfied customers in Australia. Bell Direct, CMC Markets and SelfWealth clients report the most satisfaction with their online broker. Bell Direct ranked first with ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... still have hills to climb to win financial planner recommendations, latest industry research shows. An Investment Trends survey of 495 financial planners, completed in June 2018, shows the industry is divided on the importance of health and wellbeing ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
... year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible assets, 42% of respondents use at least one adviser, up ...

Pengana aims to lead global small cap groundswell

MARK SMITH  |  WEDNESDAY, 18 NOV 2015
... Platinum, which were revealed to have among the highest number of primary adviser relationships in a recent Investment Trends survey. But while those mega funds invest in very large companies and continue to attract assets, Pengana and Zell insist this ...

Appetite for managed funds growing

MARK SMITH  |  WEDNESDAY, 22 APR 2015
Appetite for managed funds is showing signs of increasing with almost half of investors saying they are considering them, according to Investment Trends. The researcher's '2014 Investor Product Needs Report' reveals that 46% of investors are open to ...

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
The number of investors holding $1 million or more has experienced the largest growth in the past five years, Investment Trends' latest report revealed. Australia minted 43,500 new millionaires over 2014 and the high net worth (HNW) investor population ...
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