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Financial Services Market Research. Investment Trends is the leading specialist market research organisation in the Australian financial services industry. Investment Trends’ work is focused on helping clients answer three fundamental questions:
1. How does the market currently work?
2. How is the market evolving?
3. How do I improve business outcomes?

- Acquire more customers
– Retain more existing customers
– Increase revenue per customer
– Prioritise technology and process investments

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Investment Trends’ clients include many of the leading banks, investment platform providers, online brokers, margin lenders, as well as industry regulators, leading dealer groups and financial planning software providers.

Investment Trends was started in Australia and is now a multi-national research organisation conducting research and servicing clients in Australia, Asia, Europe and the US.


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Licensing: Business growth opportunity for accountants
Accountants Daily, 21-Nov-14
Over the past 18 months we have talked to over 500 accountants across Australia – many of them business owners of two to six partner firms and members of the three accounting associations – all with different opinions and approaches to the changing landscape of their industry.
There are those who see the opportunities with licensing changes for SMSFs but aren’t sure how to make it work in their business and those who want to hold off and delay their decision during the transition period thinking that they have plenty of time to act. And then there are the early adopters whose business models are already evolving to take advantage of the legislative change.
The accounting world is transforming. Like many other industries, technology is driving incredible change through the traditional business model. Cloud-based accounting software is creating groundbreaking efficiencies in providing services to clients.

Read full story

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