investment trends


CFDs/FX trading contracts with ASIC product intervention

HNW investors want fully digital portfolios

Super regulatory change spooking pre-retirees

Advisers optimistic on equities

More HNWs but growing unmet advice needs

Honesty and integrity key advice considerations

Online trading up 35%

SMSF trustees open to advice but uptake declines

Compliance continues to be top adviser challenge

Platform satisfaction continues to decline

Advisers flock to ETFs

Higher fees no barrier to Australian ESG investors

More competition in advice software, but Iress still top

Advisers gaining favour with HNWs

70% of planners now use managed accounts