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INVESTMENTS TRENDS REPORTS

Financial
Advice Report

Grow your brand, beat the competition, and maximise ROI with the
financial services industry’s most powerful data-driven insights.
Chat with our sales team today
KEY FEATURES OF THE REPORT

Turn brand insights into strategic advantage

Learn more about the report
1

Win market attention that converts

Access research and insights to strengthen brand recognition where it matters most to boost awareness, drive marketing action, and increase client acquisition in key markets.
2

Strengthen Retention,
Reduce Redemptions

Pinpoint loyalty drivers and switching triggers to keep clients engaged, satisfied and invested for longer — minimising outflow and leakage.
3

Drive FUM Growth Through Strategic Clarity

Use market-wide insights to refine your value proposition, elevate platform experience, and build offerings that support long-term asset growth.
4

Inform Smarter Product, Marketing & Distribution Decisions

Equip teams with precise, data-led intelligence to reduce guesswork, increase impact, and align execution with opportunity.
5

Benchmark Performance
to Gain Market Advantage

Compare brand, product, platform and service performance across key competitors to identify gaps, optimise positioning, and sharpen your competitive edge.

Want to discover the power of the Financial Advice Report?

If you're a financial services provider and would like to access highlights from our brand tracking research, share your details and we'll be in touch.

    What's In The Report?

    Track brand awareness

    Analyse brand perception

    Map purchase intent

    Evaluate marketing campaigns

    Assess sponsorship impact

    Benchmark competitor positioning

    Track brand attributes

    Segment audience insights

    Localise brand research

    Trusted by leading brands

    BFG has partnered with Investment Trends over more than 15 years to gain valuable insights for our online and advisory investing businesses. Their specialist and high-value insights are fit for purpose to our unique business needs, consistently informing our strategy and providing the analytics we need to make confident, forward-looking decisions. Over the years, they’ve become a trusted and valued partner in helping us stay aligned with market shifts and evolving client expectations.”

    Arnie Selvarajah, Chief Executive Officer, Bell Direct solution: Industry Insights, Custom Insights

    BetaShares has been partnering with Investment Trends for a decade to gain insight and understanding of the Australian ETF industry. Through those years, we’ve developed a long-standing an valued partnership and have found Investment Trends at all times to act with the utmost professionalism, integrity and, most importantly, to deliver deep and expert insight into the Australian financial services industry. We feel valued as a client and appreciate the relationship we have built over time.

    Ilan Israelstam,, Co-Founder & Group Head - Betashares Direct at Betashares Capital solution: Industry Research

    "The Investment Trends research provides us with industry specific, in-depth analysis of various sectors of the financial markets relevant to netwealth and to our clients. It enables us to identify developing trends within the industry that allow us to make relevant judgements about the future direction of netwealth and our product offering."

    Matt Heine, Chief Executive Officer and Managing Director, Netwealth Group solution: Industry research
    why choose us

    Market-leading global industry research for the financial services industry

    Learn More About Us

    Deep Expertise

    Analytical rigor and strategic thinking, paired with advanced social science and statistical techniques to help you gain competitive advantage

    Global Perspective

    Access 40+ syndicated research reports across the across retail trading, wealth management and investing industry, globally.

    Unmatched Insights

    Comprehensive coverage of market trends, analysis and customer behaviour to inform strategic growth decisions

    Choice drivers

    Client acquisition

    Client retention

    Communication preferences

    Competitive landscape

    Customer attitudes

    Education needs

    Market penetration / segments

    Media and demographics

    Industry dynamics

    Innovation

    Product usage

    Segmentation analysis

    Switching behaviour

    Trading behaviour

    User-experience

    Industry research delivering a 360-degree view of your market

    Want to learn more about our insights solutions?

    Want to learn more about the financial advice report?

    If you're a financial services provider keen to learn more about our industry research reports, want to join our survey panel community, or are a journalist looking to discuss media opportunities, we'd love to hear from you.

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