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Advisers’ favour sees ETFs capture greater inflow
Article
Blog
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts have seen a double-digit drop.
Advisers favour third-party support in product selection
Article
Blog
Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says.
ETFs increasingly supplant unlisted managed funds
Article
Blog
Two-thirds of financial advisers rely on asset consultants to shape the fund recommendations they deliver to clients, according to new research from Investment Trends.
Global volatility is reshaping adviser/client relationships
Article
Blog
Global volatility is driving more client-adviser interactions, reshaping not only portfolios but also relationships, while prompting greater engagement with BDMs, according to Investment Trends.
Finding the point of no automation for AI integration
Article
Blog
Knowing where an AI’s “point of no automation” is forms a vital step in integration, as it provides a guide on the limitations of a system.
Advice practices refine their models as profitability lifts and support expectations evolve
Article
Blog
Advice practices refine their models as profitability lifts and support expectations evolve: Investment Trends 2025 Adviser Business Model Report
AI is here to stay, but where are its limits?
Article
Blog
AI is transforming financial advice, but its limits remain. Discover how advisers balance automation with empathy, trust, and regulation in shaping AI’s role.
Firms continue to grow, expand in-house specialist presence
Article
Blog
Larger financial advice firms are expanding with more in-house specialists, boosting adviser headcounts, efficiency, and profitability, Investment Trends reports.
Only half of advice practices report positive earnings: Investment Trends
Article
Blog
Investment Trends’ 2025 report shows just 52% of advice firms report earnings growth, with profitability driven by higher fees, lean costs, and managed accounts.
Are advice firms really getting larger?
Article
Blog
Investment Trends’ 2025 report shows advice firms growing larger, boosting adviser headcounts, in-house specialists, and profitability with higher ongoing fees.
Smaller Practices Grapple with Compliance Burdens
Article
Blog
Investment Trends’ 2025 report finds smaller advice practices struggling with compliance, while larger firms expand advisers, specialists, and profitability.
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.
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