An in-depth analysis of the issues facing financial advisers in their businesses, how advisers deliver advice, the relationship with licensees, remuneration models and overall business profitability.
Coverage includes financial advisers’ views, perceptions and brand awareness of over 35 different fund managers. It also explores how fund managers currently communicate with advisers and how advisers prefer to be communicated with.
Covers key platform and planning software industry trends, drivers/barriers of selection and satisfaction with platforms. It also examines how planners are currently using platforms, the perceived strengths and weaknesses of each platform and industry gaps that require servicing.
A quantitative study of cryptocurrency adoption and detailed analysis of the market, the demographic profiles of key personas, customer experience and trading behaviour. It also covers research and education, media consumption and awareness around regulation and tax.
A detailed analysis of the CFD & FX trading market in Australia including market penetration, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
A thorough examination of Australian investors' attitudes, experiences and product lines when borrowing to invest, including the traditional method of margin lending.
Comprehensive analysis of the Canadian foreign exchange (FX) market. It provides insights including examination of market shares and the strategic brand positioning adopted by key players, identification and assessment of existing gaps and potential opportunities that characterise the market landscape, key drivers to satisfaction and in-depth profiling and differentiation of high-value traders vs frequent traders, including their attitudes and behaviours.
A detailed analysis of the online investor market in the Canada including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Provides deep insights into demand for and usage of ETFs, including desired product attributes, motivations for investment and views/ perceptions of ETF products and ETF product providers.
A comprehensive study of consumers’ attitudes towards advice, including how they perceive advice, how they’d like to receive advice, what their unmet advice needs are, choice modelling of different advice models, including pricing analysis, and how providers can help meet these needs.
Realeases in June a detailed analysis of the online broking market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
The CFD and FX market in France including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
The France Listed Derivatives Report offers a comprehensive and in-depth analysis of the French derivative market, providing valuable insights for businesses looking to explore opportunities and enhance brand awareness. The report delves into the size of the market, competitor landscape, issuer and broker selection and examines the preferences and unmet needs of listed derivatives traders. With its extensive data and analysis, this report serves as a valuable resource to support businesses in successfully competing in this market.
A detailed analysis of the online broking market in France including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
The CFD and FX market in Germany including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
The Germany Listed Derivatives Report offers a comprehensive and in-depth analysis of the German derivative market, providing valuable insights for businesses looking to explore opportunities and enhance brand awareness. The report delves into the size of the market, competitor landscape, issuer and broker selection and examines the preferences and unmet needs of listed derivatives traders. With its extensive data and analysis, this report serves as a valuable resource to support businesses in successfully competing in this market.
A detailed analysis of the online broking market in Germany including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
The global CFD and FX market based on our country reports to build a picture of how the market is performing globally, which brands are outperforming and underperforming and what are the breakthrough opportunities available, based on the successes of the world’s leading players.
The global online broking market based on our country reports to build a picture of how the market is performing globally, which brands are outperforming and underperforming and what are the breakthrough opportunities available, based on the successes of the world’s leading players.
The most comprehensive annual study of the HNW market, this report provides a detailed analysis of the investment needs, preferences and behaviours of HNW investors, as well as their attitudes towards advisers and Private Banks and their current and intended asset allocation.
The derivatives trading (warrants, CBBCs, futures, options, etc) and FX market in Hong Kong including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
A detailed analysis of the online broking market in Hong Kong including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Comprehensive analysis of the Italian foreign exchange (FX) market. It provides insights including examination of market shares and the strategic brand positioning adopted by key players, identification and assessment of existing gaps and potential opportunities that characterise the market landscape, key drivers to satisfaction and in-depth profiling and differentiation of high-value traders vs frequent traders, including their attitudes and behaviours.
A thorough examination of financial advisers’ use of and attitude towards direct equities and managed accounts - two intrinsically related and highly topical areas for financial planners and investors alike.
This report is the result of a detailed review and audit of the features and functionality offered to planners by 22 leading investment platforms in Australia, assessed across more than 500 different criteria.
This report explores how prepared Australians are for their retirement, their outstanding retirement needs and how providers can help support them to achieve their retirement goals
Releases in December, a detailed analysis of the online broking market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
This Service Level benchmarking delivers an independent comparison of key service metrics for Superannuation Funds (Retail, Industry and Platforms). The enables you to compare your Fund across key service aspects of your business - in particular; Governance, Financial Advice ,Operations/administration, Contact Centre, Member engagement including digital, Complaints, Death claims and Insurance.
The CFD and FX market in Singapore including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders
A detailed analysis of the online broking and remisier market in Singapore including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
This report examines how advisers and accountants support and service SMSF trustees, including their roles, workflows, and relationships with key service providers such as platforms, software providers, SMSF administrators, and product providers.
As the most comprehensive annual study of SMSF investors, this report covers SMSF trustees’ investing goals and behaviours and their relationships with advisers, accountants and investment product providers.
Description: The CFD and FX market in Spain including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
A detailed analysis of the online broking market in Spain including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
A comprehensive study of super fund members and their interactions with their super fund. The report explores the attitudes, behaviours and preferences of super fund members, including satisfaction levels across multiple service elements.
The CFD and FX market in the UAE including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
This report looks at how platforms and pension providers can best support advisers in servicing the pre/post retiree market.
This report examines the technology and business processes used by the UK’s financial advisers, with detailed analysis on the current dynamics of the investment platform and advice software markets.
A quantitative study of cryptocurrency adoption and detailed analysis of the market, the demographic profiles of key personas, customer experience and trading behaviour. It also covers research and education, media consumption and awareness around regulation and tax.
The CFD and FX market in the UK including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
A detailed analysis of the online broking market in the UK including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
The US Active Trader report focuses on ultra-active retail traders (>120 online trades in L12M), futures and options traders about their platform needs, product needs and key acquisition/ retention drivers. Additionally, the report includes key market trends and dynamics, including market size, broker market shares, evolving market trends specific to the active trader and futures/ options trader segment.
Comprehensive analysis of the US foreign exchange (FX) market. It provides insights including examination of market shares and the strategic brand positioning adopted by key players, identification and assessment of existing gaps and potential opportunities that characterise the market landscape, key drivers to satisfaction and in-depth profiling and differentiation of high-value traders vs frequent traders, including their attitudes and behaviours.
A detailed analysis of the online investor market in the US including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
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