Financial Advice in the EU | Mapping the Rules Protecting Individual Investors
As announced in the Communication on the Savings and Investments Union (SIU)1, the European Commission aims to give European citizens broader access to capital markets and companies better financing options. This renewed policy agenda builds on the still incomplete Banking Union (BU) but also, ...
Neobrokers & Securities Lending : Extra Income or Hidden Trade-offs for Investors?
Executive Summary By prioritising app-based onboarding, frictionless trading and low entry thresholds, neobrokers have broadened retail engagement, and especially among younger and first-time investors. They also expand access to asset ...
Assessing the Investment Landscape for Global South Climate Solution Equities
BETTER FINANCE has conducted a study to assess the investment landscape for Global South climate solution equities. This study shows that European retail investors are effectively locked out of investing ...
Will you afford to retire? | The Real Return of Long-term and Pension Savings | 2025 Edition
When Companies Leave the Market | Strengthening Investor Protection in Europe’s Delisting Landscape
Listing and delisting are the entry and exit doors of public equity markets, yet only the former has meaningfully shaped EU policymaking. Recent reforms — most notably the 2024 Listing Act — focused on ...
Transition Investing | Key Challenges and Opportunities | 2025 Report
Transition investing, or investing in emission-reducing activities, has not become obsolete in 2025. Global investment amounted to about $2.1 trillion in 2024, led by renewables, electric vehicles, and grids. China ...
Financial Health of Europeans – Quantitative Research & Report Insights from a Pan-European Study
According to the definition adopted by the World Health Organisation (WHO), “Health is a state of complete physical, mental, and social well-being and not merely the absence of an objectively ...
Neobrokers – Trading Fractions Reinventing Retail Ownership and Challenging Regulation
A BETTER FINANCE Focused Paper on Fractional Investing The rapid expansion of neobrokers across the European Union has fundamentally reshaped the retail investment landscape by introducing mobile-first, low-cost platforms characterised ...
Shareholder Engagement and Transition of Capital Flows
Executive Summary This report provides a comprehensive analysis of shareholder engagement and the transition of capital flows in Europe. Structured across five key chapters, each addressing critical aspects of shareholder ...
Enhancing Financial Health and Wealth in the EU: A Comprehensive Approach to Boosting Retail Investor Participation in Capital Markets
Research Report - BETTER FINANCE's report, "Enhancing Financial Health and Wealth in the EU," explores strategies to boost retail investor participation in the European Union’s capital markets, which remains limited ...
