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UK Reclaims CFD Brokers, Coinbase Secures a Bank, and Some LIBOR Drama Thoughts
Article
Blog
UK CFD brokers Ultima and Moneta gain FCA licences as interest revives. Coinbase partners with JPMorgan for crypto access, and Tom Hayes sees his Libor conviction overturned.
From Sydney to Silicon Valley: Unlocking Global Growth with ETFs
Article
Blog
While Australians stayed cautious with local stocks during volatile trade conditions, venturing into global markets could open a world of opportunities for investors.
Go with the flow: Less platform coverage and AI integration being used to streamline
Article
Blog
Investment Trends data has highlighted adviser flows are concentrating on a smaller number of platforms per practice to facilitate efficiency but are slightly lagging behind on AI integration.
Advisers overlook hype, embed AI in practice: Investment Trends
Article
Blog
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found.
Spoiled for choice advisers drive platform competition
Article
Blog
New analysis has identified how financial advisers are narrowing their choices and therefore generating increased competition between the major investment platforms.
Adviser favour critical as platform consolidation continues
Article
Blog
The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of funds to one primary platform.
Vanguard’s recommendations for improving advice accessibility
Article
Blog
Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared two policy recommendations to ensure greater advice accessibility.
SMSF adviser AI take-up fairly low
Article
Blog
New research shows most advisers avoid AI in servicing SMSF clients, citing multiple barriers, but many now want education on how to adopt the tools effectively.
Why ETF investors are quietly beating the biggest super funds
Article
Blog
While big super funds pour billions into stock picking, they’re still being beaten by investors with a portfolio of simple ETFs.
How the $3 Million Super Tax Could Rewrite the SMSF Rulebook
Article
Blog
Australia’s proposed $3M super tax adds 15% on unrealised gains, forcing SMSF trustees to revisit strategies as $1T in assets—and the retirement system—face major change.
HNW clients want private market investments – how can advisers deliver?
Article
Blog
An investment executive dubs the retail private credit boom a “gold rush,” noting high-net-worth client demand will keep these strategies central to advice for years.
Advisers inactive over SMSF revenue
Article
Blog
Investment Trends research shows adviser revenue from SMSF clients reached record highs in 2025, but many firms haven’t adjusted operations to service them effectively.
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