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Australian Retail Shareholders Report
The report is a deep quantitative examination of the views, motivators and concerns of retail shareholders, benchmarked against other issuers. The study is designed for use by the Board, executive management and the Investor Relations (IR) Department to optimise retail shareholder engagement, communication and loyalty.
Licensee Satisfaction Benchmarking Report
The report is an in-depth review and audit of the offerings provided by medium-to-large licensees to financial advisers in Australia The key insights will enable licensees to understand how they compete, which areas to focus on strengthening and utilising the independent research as a business growth tool.
ESG Report
This report uncovers the appetite for ESG investing among consumers and financial planners, highlighting the awareness, use and appetite for ESG products in- and outside super, as well as the tools, processes and resources used to identify ESG-aligned investments
Digital Wealth Report
The report provides a comprehensive review of the latest developments in digital technology used to deliver wealth services to Australian retail consumers – encompassing online tools and mobile apps used for the purpose of Spending, Saving and Investing. Based on longitudinal desk research, the report benchmarks 101 digital wealth applications and services across 10 key attributes
UK ETP Report
This report provides deep insights into demand for and usage of ETPs, including desired product attributes, motivations for investment and views/ perceptions of ETP and ETP providers.
Global Robo-Advice Report
The adoption of robo-advice has seen strong growth in the US and this trend is set to follow in markets globally. The report examines the evolving views and attitudes of online investors towards robo-advice providers, focusing on their support needs to alleviate key barriers to adoption.
UK Adviser Pension and Products Report
This report looks at how platforms and pension providers can best support advisers in servicing the pre/post retiree market.
UK Adviser Technology and Business Report
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.
UK CFD, FX and Financial Spread Betting Report
A detailed analysis of the CFD, FX and Financial Spread Betting 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.
UK Online Investing Report
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.
France CFD and FX Report
A detailed analysis of 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.
France Online Investing Report
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.
Germany CFD and FX Report
A detailed analysis of 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.
Germany Online Investing Report
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.
Spain CFD and FX Report
A detailed analysis of 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.
Spain Online Investing Report
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.
Singapore CFD and FX Report
A detailed analysis of 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.
Singapore Online Investing Report
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.
US FX Report
A detailed analysis of the FX 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.
US Online Investing Report
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.
Hong Kong Warrants and FX Report
A detailed analysis of 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.
Hong Kong Online Investing Report
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.
Australian FX Report
A detailed analysis of the FX trading 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.
Australian CFD Report
A detailed analysis of the CFD 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.
Australian Online Investing Report
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.
Planner Business Model Report
An in-depth analysis of the issues facing financial planners in their businesses, how planners deliver advice, the relationship with licensees, remuneration models and overall business profitability.
Managed Accounts Report
A thorough examination of financial planners’ use of and attitude towards direct equities and managed accounts - two intrinsically related and highly topical areas for financial planners and investors alike.
ETF Investor and Planner Report
This report 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.
High Net Worth Investor Report
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.
Investor Product Needs Report
A detailed analysis of the demand for and usage of various investment products, including desired product attributes, motivations for investment, channel issues and key influencers, and views/perceptions of related fund managers and product providers.
Adviser Product and Marketing Needs Report
Coverage includes financial planners’ 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.
Advice Tech Benchmark Report
The report provides comprehensive commentary of the technology used by financial advisers to deliver advice – covering the impact of Best interest Duty requirements, innovations in the client discovery process, delivery of scaled advice and new competition in the space. Also included is a benchmark of functionality offered by established advice software providers, spanning 32 sub-categories across 740 criteria.
Planner Technology Report
Coverage includes 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.
Retirement Planner Report
A detailed picture of how financial planners think about their clients’ retirement needs, how they service their pre and post retiree clients and how products and platforms need to evolve to meet market demand.
SMSF Planner and Accountant Report
This report provides a comprehensive analysis of how accountants and financial planners interact with and service SMSF trustees, as well as their relationship with platform, software and admin providers.
SMSF Investor Report
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.
Retirement Income Report
An exploration of 40yo+ Australians’ preparedness for retirement, what worries they have and what they plan to do about it. We also explore intended and actual usage of retirement savings and what influences their uptake of retirement income products.
Financial Advice Report
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.
Platform Benchmarking Report
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.
Planner Technology Report
An in-depth study of financial planners’ attitudes, preferences and selection criteria for investment platforms. It examines how planners are currently using and intend to use platforms, perceived strengths and weaknesses of each platform and industry gaps that require servicing.
Super Fund Brand, NPS and Satisfaction Tracker
Produced quarterly, this report provides a regular pulse point on super fund brand health, NPS, member satisfaction and member engagement.
Superfund Member Engagement Report
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.
Margin Lending Planner Report
A comprehensive analysis of how financial planners interact with and service Margin Lending investors, as well as their relationships with Margin Lending providers.
Margin Lending Broker Report
A comprehensive analysis of how stockbrokers interact with and service Margin Lending investors, as well as their relationships with Margin Lending providers.