Industry research

Gain insights into the needs, behaviours, and priorities of ultra-active traders—including futures and options traders—to better tailor your platform, products, and retention strategies. These insights reveal market size, broker shares, and evolving trends in the active trader segment, helping you capture and retain high-value clients in a competitive landscape.

Delivering critical intelligence on the evolving advice landscape, this research gives financial professionals and stakeholders a clear view of how advisers are adapting business models, refining client delivery, and reshaping licensee relationships. The findings uncover the ‘why’ behind adviser decisions—offering insights to support strategic planning and policy.

Discover how to better support advisers in servicing the growing pre- and post-retiree market—aligning platform and pension solutions with adviser needs to unlock new growth opportunities in this expanding segment.

Strengthen adviser relationships and elevate your marketing strategies by understanding how financial advisers perceive and engage with over 35 fund managers. These insights cover adviser awareness, communication effectiveness, and manager preferences, helping you identify where your brand stands and how to better connect with the adviser community.

Gain a comprehensive view of how Australian financial advisers engage with investment platforms and planning software—exploring the evolving role of technology, including AI, in shaping selection, satisfaction, and usage. This research identifies key trends, platform strengths and weaknesses, and critical gaps where innovation can better meet adviser needs.

Unlock insights into how Australian investors approach borrowing to invest—including margin lending—by understanding their attitudes, experiences, and product preferences. This research helps you align your offerings with shifting borrowing behaviours and evolving investment needs, uncovering opportunities to drive relevance and engagement.

Access detailed insights into cryptocurrency adoption, market dynamics, and key trader profiles. Understand customer experience, trading behaviour, research and education needs, media consumption habits, and awareness of regulation and tax—helping you better engage with crypto investors and navigate this fast-evolving market.

Boost relevance, trust, and market share by aligning your ETF offerings with what investors truly want. Backed by in-depth insights into ETF usage, product preferences, investment motivations, and provider perceptions, this research helps you understand investor behaviour and make more informed product and positioning decisions in a competitive market.

This research reveals how Australians want to receive financial advice—highlighting unmet needs, preferred delivery models, and willingness to pay. By uncovering evolving client expectations and engagement preferences, it equips advisers and providers to design more relevant, accessible, and valued advice experiences.

Better align your services and strategies with the needs of High Net Worth investors by understanding their investment behaviours, preferences, and attitudes toward advisers and Private Banks. This research uncovers key trends in asset allocation—current and intended—revealing where opportunity lies in serving this influential segment.

Identify growth opportunities and sharpen your edge with the industry’s leading benchmark of CFD, FX, and spread betting traders. These insights reveal trader behaviours, satisfaction drivers, brand positioning, and profiles of high-value versus frequent traders, highlighting market gaps and areas for strategic differentiation.

Gain the intelligence you need to compete and grow in the listed derivatives market. Understand market size, the competitive landscape, issuer and broker selection criteria, and the evolving needs of traders—helping you identify new opportunities and strengthen your brand positioning.

Gain a thorough understanding of financial advisers’ use of and attitudes towards direct equities and managed accounts—two intrinsically linked and highly topical areas for financial planners and investors alike. Discover practical insights to better align your products, support services, and engagement strategies.

As the flagship longitudinal study of superannuation members, this research offers unmatched insight into what members value, want, and perceive, empowering trustees to make smarter decisions on engagement, trust, product design, and communication. Trusted by industry leaders, it delivers the evidence base guiding strategic thinking across the super landscape.

Actionable insights into the Australian online broking market, including market share movements, brand positioning of key players, current gaps and growth opportunities. Understand the key drivers of investor satisfaction, along with detailed profiles, attitudes, and behaviours of high-value and frequent traders—helping you make smarter decisions and stay competitive.

Benchmark your platform against industry leaders with statistically backed insights into features, functionality, and service delivery. This research helps you identify gaps, drive innovation, and enhance adviser satisfaction—offering a comprehensive view of how top platforms are meeting the evolving needs of advisers and investors.

Deliver effective retirement income solutions by understanding how prepared Australians are for retirement and where their greatest unmet needs lie. This research reveals key insights across preparedness, advice access, satisfaction with super funds, product preferences, and estate planning—equipping providers to better support Australians in achieving their retirement goals.

Drive better retirement readiness across your member base by measuring how effectively you’re supporting members and identifying where targeted strategies can close the gaps. This definitive tool for super funds combines objective fund metrics, member experience insights, and APRA data—empowering funds to deliver more fit-for-purpose retirement outcomes.

Insights that deliver an independent comparison of key service metrics across superannuation funds, giving trustees and leadership teams clear visibility on performance against peers. They support MBFI, CPS230, and SPS515 by highlighting service quality, operational efficiency, and member outcomes—helping strengthen governance and guide strategic decisions.

Understand the dynamics of the SMSF ecosystem with insights into trustee goals, behaviours, and relationships with investors, advisers and accountants. This study explores how advisers and accountants support SMSF trustees, and examines their interactions with platforms, software, administrators, and product providers—equipping you to better meet the evolving needs of all stakeholders.