Search Results | Showing 1 - 10 of 10 results for "Financial Advice Report" |
| | | ... financial advisers to make retirement planning decisions, aligning with Investment Trends' recent 2025 Financial Advice Report, which indicated a strong rebound of new clients seeking advice - an increase of 100,000 clients from 2024. Further, Australians ... |
| | | | ... 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition, the trend has finally shifted The latest figures are not ... |
| | | | ... half wanting access to a more flexible offering, a new report from Investment Trends reveals. The 2024 Financial Advice Report indicates that, out of the 21 million Australian adults, 16.4 million need help or guidance on finance-related matters, with ... |
| | | | ... financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing advice, with the most demand for guidance on investment strategy, longevity ... |
| | | | ... reaching out to their superannuation fund for guidance. This is according to Investment Trends' 2021 Financial advice report, which found that only 1.8 million Aussies use a financial adviser, a figure that has been on the decline by 100,000 per ... |
| | | | ... pushed many to seek professional advice and reassess their financial situation, the research firm's 2020 Financial Advice Report found, with 44% of those surveyed claiming COVID-19 as a major catalyst. "Potential clients overwhelmingly prefer receiving ... |
| | | | ... expectations around sales targets and directly address industry reputation issues," the Attitude towards women in financial advice report said. BT Advice and Private Wealth general manager Jane Watts said millennials particularly are looking for career ... |
| | | | ... is based on Investment Trends' modelling from a survey of 10,367 Australian adults, for the firm's 2015 Financial Advice report. The report found that "Australians' concerns with their financial situation worsened in 2015, notably with the impact of ... |
| | | | ... holistic advice as the default option," the finance regulator ASIC noted in its recently released Access to Financial Advice report. Growth in the self-directed channel is already creating tensions in a regulatory and taxation regime primarily built ... |
| | | | ... from seizing emerging opportunities, an ASIC report said. Early in January, ASIC released their Access to Financial Advice report that outlined the regulator's strategic directions regarding the policy framework they are assembling to modernise the financial ... |
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