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?
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.
Numbers of SMSFs set up by accountants declines
Money Management, 31-Jul-14
The number of self-managed superannuation funds (SMSFs) set up by accountants has fallen by more than 20 per cent in the last two years with more funds being set up by financial planners and SMSF administrators according to research conducted by Investment Trends.
The research, which was conducted between March and April of this year among 2163 SMSF investors drawn from a survey of the Australian adult population, found that of the SMSFs set up in the past two years (2012-14) only 31 per cent were done so by an accountant, down from 53 per cent for the previous two year period (2009-11).
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