Resources

A detailed analysis of the SME report. Click to see key highlights from the 2024 edition.

A detailed analysis of the ATR. Click to see key highlights from the 2024 edition.

A detailed analysis of the APNR. Click to see key highlights from the 2024 edition.

On 17th April 2024, the Investment Trends team hosted the webinar titled, ‘Navigating the Cost of Living Crisis in the UK: The Role of Financial Advisers in Protecting Retirement Savings’.

Welcome to our new series where we sit down with the minds behind our latest reports for an in-depth look at the key findings and big shifts discovered. In this edition, we’re focusing on our 2023 Financial Advice Report.

A detailed analysis of the online broking and remisier market in Singapore. Click to see key highlights from the 2023 edition.

Marking two decades of industry-leading research hear from our Finance & Research Direction, Paul McGivern as he shares some of the key insights and significant developments made by investment platforms last year to support advisers.

A comprehensive study of Australian consumers’ attitudes towards advice. Click to view the highlights from the 2023 edition.

A detailed analysis of the online investing market in Australia. Click to view the highlights from the 2023 2H edition.

Kicking the new year off with Lorenzo Vignati sharing some key findings and industry shifts uncovered in our 2023 US Online Investing Report.

The most extensive industry study of retail online investors in the USA. Click to view the highlights from the 2023 edition.

A detailed analysis of the CFD & FX trading market in the UAE. Click to view the highlights from the 2023 edition.

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​. Click to view the highlights from the 2023 edition.

Examines the behaviour and intentions of active stock traders, and options and futures traders. Click to view the highlights from the 2023 edition.

The most extensive industry study of retail online investors in France. Click to view the highlights from the 2023 edition.

Covers key platform and planning software industry trends, drivers/barriers of selection and satisfaction with platforms. Click to view the highlights from the 2023 edition.

An in-depth analysis of the issues facing financial advisers in their businesses. Click to view the highlights from the 2023 edition.

Introducing Investment Trends Analyst, Yigit Gunhan where he recaps some of the key findings in our 2023 First Half Australian Online Investing Report.

We’re back with Lorenzo Vignati in another key findings video, this time featuring some of the highlights and big shifts uncovered in our 2023 UK Online Investing Report.

With the recent release of Investment Trends’ 2023 UK Adviser Technology & Business Report, Associate Research Director Lorenzo Vignati recaps some of the key findings and figures that stood out for him.

With the recent release of Investment Trends’ 2023 SMSF Adviser report, Associate Research Director Sam Alaaeddin recaps some of the key findings and figures that stood out for him.

Tune in to hear Investment Trends CEO Eric Blewitt share his recap on the key findings uncovered in our research across consumer behaviour, the adviser landscape, and platform provider space in FY23!

A study examining high net worth investors’ advice and product needs. Click to view the highlights from the 2023 edition in partnership with Praemium.