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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.
The hidden engine behind advisory growth
Article
Blog
Portfolio construction is shifting from back-office task to growth lever. Atchison shows advisers how structured models scale businesses, deepen trust, drive compliance, and lift long-term enterprise.
Forex and CFD Trading Population in Poland Surges 40% as Losses Mount to Record 1.3B Zlotys
Article
Blog
Poland’s FX/CFD trader base hit 117K in 2024 (+40%), while losses climbed 18% to 1.29B PLN. KNF data shows rapid growth, modest profit gains, and shrinking average returns per successful trader.
IAM to bring managed account with syndicated loan access to market
Article
Blog
The ASX-listed manager's new managed account provides access to the institutional corporate syndicated loan market, offering an "attractive alternative" to traditional private credit funds.
Netwealth bullish on FY26 amid $3.5bn quarterly flows
Article
Blog
Netwealth reported $3.5B net flows in March quarter, with FUA rising to $104.1B despite $1B market drag. Growth came from adviser transitions, new client wins, and managed account adoption.
Transitioning financial intermediaries have helped Netwealth report net flows
Article
Blog
Netwealth’s FUA reached $104.1B in March, with $3.5B net flows despite a $1B market drag. It forecasts record FY flows, supported by adviser transitions, new client wins, and managed account adoption.
Germany’s Leveraged FX and CFD Trading Market Still 25% Below COVID High Despite Growth
Article
Blog
Germany’s CFD/FX market rose 3% to 63K traders in 2025, its first growth in three years, though still 25% below the 2021 peak of 84K active participants.
Adviser flows concentrate as platforms face a new loyalty test
Article
2025 Adviser Technology Needs Report, delivers a comprehensive view of how Australian financial advisers engage with investment platforms and planning software.
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