State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.
We’ve worked together with Royal London to understand what customers actually value.
This report explores the impact of the cost of living crisis on consumers’ savings and investments. It also looks perceptions of value for money.
State of the Adviser Nation is our flagship adviser research study. Wave Five is a must-read to what’s going on in the financial planning profession
Clients, advisers and providers are all facing their own fragmentary forces. It’s how we navigate this together that will determine the longer-term outcomes clients enjoy and it’s this that we explore in this publication.
The equity release industry has faced an uphill battle to shed the negative perceptions which have followed it around for the last several decades. While not unreasonable, those perceptions are largely outdated and this paper looks at it through fresh eyes.
We’ve thought about it. And we think that 2018 was the biggest year in platforms since RDR. Replatforming, corporate activity (four IPOs and an acquisition) and regulation formed an unholy trinity that saw some of our biggest names fall from grace and many providers running to stand still. In among that somewhere was a large […]
The lang cat’s rummage through all things advised platform for 2017 is finally available, in the visually pleasing shape of THE GREAT MID-LIFE CRISIS: STATE OF THE PLATFORM NATION.
This follow up to the barn-burning PLATFORMS ARE DEAD is the lang cat’s typically reverential look at the platforms market in 2016.
‘PLATFORMS ARE DEAD: STATE OF THE PLATFORM NATION.’ This is the lang cat’s guide to the important stuff going on in the advised platform market right now.