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Advice practices refine their models as profitability lifts and support expectations evolve
Blog
Media Release
Investment Trends has released its 2025 Adviser Business Model Report, offering analysis of the issues shaping the operations, profitability, and support needs of Australia’s financial advice.
The best way to get rich and retire early
Article
Blog
This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
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.
Adviser flows concentrate as platforms face a new loyalty test
Blog
Media Release
Investment Trends has released its 2025 Adviser Technology Needs Report, delivering a comprehensive view of how Australian financial advisers engage with investment platforms and planning software.
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.
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