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.
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.
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.
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.
Lorem Ipsum
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.
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.
