Article list

Everything from Investment Trends

Platforms lift the bar as adviser expectations surge; HUB24 retains leadership

From Investment Trends

Investment Trends has released the 2025 Platform Competitive Analysis and Benchmarking Report, revealing a marked uplift in adviser expectations and intensifying competition across functionality, service and security. HUB24 retains the

continue reading

27 Feb 2026

Advice confidence rebounds, but nearly 16 million Australians still miss out: Investment Trends 2025 Financial Advice Report

From Investment Trends

Advice confidence rebounds, but nearly 16 million Australians still miss out and women are slightly more affected. Key points Confidence rebounds: Satisfaction and advocacy among advised Australians has risen over the

continue reading

28 Nov 2025

Fund managers must evolve product and engagement strategy to stay adviser-aligned

From Investment Trends

Investment Trends has released its 2025 Adviser Product and Marketing Needs Report, providing an in-depth analysis of how Australian financial advisers select investment products, construct portfolios, and engage with fund

continue reading

05 Sep 2025

Advice practices refine their models as profitability lifts and support expectations evolve: nvestment Trends 2025 Adviser Business Model Report

From Investment Trends

Investment Trends has released its 2025 Adviser Business Model Report, offering an in-depth analysis of the issues shaping the operations, profitability, and support needs of Australia’s financial advice practices. The latest

continue reading

20 Aug 2025

Adviser flows concentrate as platforms face a new loyalty test

From Investment Trends

Investment Trends has released the 22nd edition of its 2025 Adviser Technology Needs Report, delivering a comprehensive view of how Australian financial advisers engage with investment platforms and planning software. The study

continue reading

29 Jul 2025

Returning investors drive market growth as caution replaces confidence

From Investment Trends

Key points Sentiment towards US shares weakens; Australian equities lead on net buying intention: Geopolitical tensions and US trade policy uncertainty dampen sentiment, with Australian equities holding the strongest net

continue reading

03 Jul 2025

Member satisfaction lifts as super funds compete on service, marketing and retention, finds flagship report

From Investment Trends

Investment Trends has released the 17th edition of its 2025 Super Member Engagement Report, Australia’s flagship study offering an in-depth analysis of superannuation fund member sentiment, attitudes, and needs across the

continue reading

24 Jun 2025

Mind the gap: Super funds key pillar of support in both retirement expectations and reality

From Investment Trends

Two years on from the Retirement Income Covenant coming into force, research from leading financial insights firm Investment Trends highlights the stark disconnect between the income sources pre-retirees expect to

continue reading

17 Sep 2024

Adviser fee hikes drive client attrition, boost profit margins

From Investment Trends

Investment Trends, a leading financial services research firm, has released its 2024 Adviser Business Model Report, offering crucial insights into the evolving landscape of financial advisory practices in Australia. The

continue reading

30 Jul 2024

Surge in online investing driven by young investors and bullish sentiment

From Investment Trends

Investment Trends has released the 30th semi-annual edition of its 2024 Australia First Half Online Investing Report, revealing critical insights into the evolving landscape of online investing and identifying significant

continue reading

16 Jul 2024

FIRST 12 3 4 5...16 LAST

Earn CPD Points

CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]
CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]