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UK CFD and FX Traders Fall to 167K, but Activity Hits Five-Year High
Article
Blog
Active UK leverage traders slipped 3.5% to 167K, yet dormancy hit a 5-year low as volatility boosted engagement and one in four adopted AI tools.
Looking beyond liquidity: The rise of alternative assets in model portfolios
Article
Blog
There has been a growing appetite for alternative investments and, according to a State Street strategist, this extends to their inclusion in model portfolios.
UK CFD and FX Traders Fall to 167K, but Activity Hits Five-Year High
Article
Blog
Active UK leverage traders declined to 167K in 2025, but engagement grew as dormancy fell to a 5-year low. AI adoption is boosting trader activity and confidence.
Bringing advice to life: The future of client meetings
Article
Blog
HUB24 research finds HNW investors prize service and clarity. Tech that turns static data into stories is reshaping adviser-client relationships.
Independent research validates super fund advertising
Article
Blog
Spending on marketing and advertising by superannuation funds has been under regulatory scrutiny, but new research suggests that funds are unlikely to be pulling back any time soon.
ESSSuper, UniSuper spearhead member satisfaction
Article
Blog
ESSSuper and UniSuper lead the way for the significant increase in superannuation member satisfaction, a new survey from Investment Trends reveals.
Member satisfaction lifts as super funds compete on service, marketing and retention
Blog
Media Release
Investment Trends has released its 2025 Super Member Engagement Report, Australia’s flagship study offering an in-depth analysis of superannuation fund member sentiment, attitudes and needs.
Higher fees prompt rise in advice firm prices
Article
Blog
Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client.
Fidelity teams up with wealth manager on SMA launch
Article
Blog
Fidelity International launches first global equity SMA for Australian investors, with support from Emanuel Whybourne & Loehr.
Fidelity unveils global equity SMA
Article
Blog
Fund manager Fidelity International has launched its first global equity separately managed account for Australian investors, supported by wealth manager Emanuel Whybourne & Loehr.
More SMSF start-ups seeking financial advice: Vanguard
Article
Blog
A weakness of the super sector is the number of funds that take DIY literally and shun professional input. But this might be changing as a growing number of new funds reach out for a helping hand.
Client profitability key as advisers navigate growing cost to serve
Article
Blog
The days of financial advisers being “all things to all people” are behind us, as practices face a balancing act of rising fees alongside perceived value.
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