2023 Platform Benchmarking and Competitive Analysis Report
For overall platform functionality ranking, HUB24 narrowly ranked ahead of Netwealth to maintain the top spot
2023 2H Australia Online Investing Report
Online investor numbers decline at a slower pace amid improved outlook for international shares
2023 Investment Trends acknowledges the Government’s response to the Quality of Advice Review
Investment Trends acknowledges the government's final response to the Quality of Advice Review (QAR)
2023 Adviser Product & Marketing Needs Report
Advisers embrace cash and fixed income amid historically fast interest rate hike
2023 1H Australian Online Investing Report
Online investor numbers dip as cost of living bites
2023 US Online Investing Report
Retail cash equities participation dips for the second consecutive year, coinciding with US online investors’ dormancy surge
2023 Adviser Business Model Report
38% of advisers report higher practice profitability in the last 12 months
2023 France Online Investing Report
French online investing market has contracted by -17% in the last 12 months, signifying a return to pre-pandemic levels
2023 Adviser Technology Needs Report
Growing client book sharpens advisers’ quest for efficiency, presenting opportunities for tech providers
2023 UK Online Investing Report
44% of UK online investors admit to feeling the brunt of increased inflation and cost of living
2023 UAE Leverage Trading Report
2023 sees 9% increase in UAE retail leverage trader population as 18,500 traders placed their first trade in the last 12 months.
2023 UK Adviser Technology & Business Report
Advisers feel ready for Consumer Duty, but platforms can (and should) continue to provide support as deadline looms.
2023 Super Member Engagement Report
Super members intentions to switch their fund hit 13-year record high.
2023 SMSF Adviser Report
SMSF advisers rise to the challenge of helping trustees navigate the increasingly complex superannuation landscape.
Interested in learning more about our industry research and insights?
Get in touch with us today.
Our vision: To be the world’s most trusted industry research and analytics partner.
© 2024 Investment Trends. All Rights Reserved. Website by Wolf IQ.