State of the advice nation
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.
The meaning of value
We’ve worked together with Royal London to understand what customers actually value.
The impact of poor platform service
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling.
Answering the call
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. Why do we so frequently combine a whole load of service-related activities into a single rating or award? Why has that gone on for so long? Does it help the people they’re aimed at? Can we make things better?
Advice gap report
This report explores the impact of the cost of living crisis on consumers’ savings and investments. It also looks perceptions of value for money.
Better. Stronger. Faster.
In this paper we take a lang cat-style look at Centralised Investment Propositions. With our recent research showing over 80% of firms now have a CIP of one form or another.
A Disconnected World: The Adviser’s Reality
In this report, developed in conjunction with Origo, we ask whether we are as connected as we think we are.
