News &
insights
Stay informed with the latest industry trends and news shaping the global financial services industry, powered by Investment Trends market-leading research and data-driven analysis.
Sign up for our
latest insights
Categories:
Industry fund members eye SMSFs
Article
Blog
New research reveals industry super fund members are more inclined than retail peers to establish SMSFs, reflecting rising interest.
Advised SMSFs increase as sector grows
Article
Blog
SMSFs using advisers rose in 2024 as the sector reached record size, yet a large gap remains with many trustees going without advice.
New SMSF trustees drive financial advice uptake
Article
Blog
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report.
Nearly 60% advisers using MPS amid rising regulatory pressures
Article
Blog
Around 59 per cent of advisers are using an MPS as a result of increased regulatory pressures.
AI adopted for basic advice tasks
Article
Blog
Financial advisers are adopting AI mainly for basic tasks like file notes, emails, and marketing, with little uptake in investment research, hindered by limited tools and integration.
AI is here to stay, but don’t cheap out
Article
Blog
AI use in advice practices is set to grow, with experts stressing efficiency gains and compliance needs. However, advisers are urged to avoid free tools to protect client data and privacy.
AMP, intelliflo introduce dashboard enhancements for advisers
Article
Blog
AMP and intelliflo have announced a suite of enhancements on their respective systems to offer better efficiency for advisers.
North raises the bar on digital servicing for advisers
Article
Blog
North’s upgraded dashboard adds uploads, secure messaging, progress tracking, and completion dates, reducing reliance on calls and emails while improving transparency, efficiency, and adviser service.
Power your SMSF with ETFs
Article
Blog
ETFs offer SMSFs low-cost diversification, liquidity, and transparency across equities, bonds, and more, helping build multi-asset portfolios suited for both accumulation and retirement phases.
Spain CFD Trading Base Drops to 35,000 in Fourth Straight Annual Decline
Article
Blog
Spain’s FX/CFD trader base dropped 10% to 35K, with new sign-ups at record lows. Investment Trends says platforms must drive retention and showcase visible innovations to boost satisfaction.
Individual sleeves show the portfolio tailor’s skill
Article
Blog
Advisers are embracing modular portfolio sleeves to balance scale with customisation, offering tailored solutions, tax efficiency, and clear client engagement while enhancing compliance and consistenc
Forex.com Expands APAC Presence: Launches in Singapore
Article
Blog
Forex.com has launched in Singapore under an MAS licence, giving traders access to global CFDs. Despite its size, Singapore is attractive for brokers due to wealthy clients and high revenue per user.
Let's
connect
If you're a financial services provider keen to learn more about our 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.
