CFS 2025 Advice Practice Profitability Report shows advisers’ growth ambitions outpace capacity, but platform efficiency is closing the gap

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Australia’s financial advice practices want to serve more clients but are constrained by capacity and process inefficiencies, according to the 2025 Advice Practice Profitability Report, commissioned by Colonial First State

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SuitabilityHub releases its 2024 Platform Market Wrap

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Investment platforms used by financial advisers have ramped up functionality and pricing innovation in their bid to deliver better client outcomes and win market share, according to the 2024 Platform

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SuitabilityHub brings fresh perspective to platform selection

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SuitabilityHub brings fresh perspective to platform selection beyond just cost Picking the right investment platform to partner with can be vital to the success of an advice business. SuitabilityHub, a

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Financial planner numbers hold steady despite macro headwinds: 2020 Planner Business Model Report

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Leading research firm Investment Trends has released its 2020 Planner Business Model Report, an in-depth study of Australian financial planners and their business support needs. Key highlights: Financial planner numbers

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Investors demand more features and services from online brokers: 2020 1H Australia Online Investing Report

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Specialist researcher Investment Trends has released its 2020 1H Online Investing Report, an in-depth study of the preferences and behaviours of online equities and ETF investors in Australia. Key highlights:

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US providers continue to lead the way: Robo-advice Report

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Global research house Investment Trends has released its latest Robo-advice Report, an in-depth study of the adoption and appetite for automated investment services. The study is based on a large-scale

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More Australian women than ever are investing in build their wealth: 2019 2H Online Broking Report

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International Women’s Day 2020 coincides with the release of the latest Investment Trends research of Australian online investors – the 2019 2H Online Broking Report – so there is no

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Digital engagement channels show continued growth: Online Broking Report

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Specialist researcher Investment Trends has released its 2018 2H Online Broking Report, an in-depth study of the attitudes and behaviours of online equities and ETF investors in Australia. Trends highlighted

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Australians concerned about economic outcomes of the current White House administration: Investment Trends

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Leading research firm Investment Trends has released its October 2018 Investor Intentions Index, a monthly study that tracks investors’ market outlook and intended investments. The study draws on monthly surveys

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Report highlights impact of Royal Commission on planning profession

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Leading research firm Investment Trends has released its 2018 Planner Business Model Report, an in-depth study of Australian financial planners and their business processes. The report, now in its fifteenth

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