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?
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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.
Advisers use more insurers, but main provider still key: researcht
Financial Standard, 01-Sep-14
Advisers have expanded the number of insurers they use, but being an adviser’s main insurance provider remains essential, new research by Investment Trends shows.
After four years of planners consolidating insurers, advisers have increased the numbers and the typical planner now uses 3.7 insurers, up from 3.4 in 2013, the Investment Trends 2014 Planner Risk report shows.
“Planners are aggressively expanding the number of insurers they use, while cutting out those who aren’t exceptional. There are great opportunities and risks for insurers to either benefit or lose out from this switching,” Investment Trends senior analyst Recep Peker said.
Being a planner’s main insurance provider is still crucial, as advisers currently write 59% of premiums through their most-used provider.
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