Welcoming New Clients to Financial Planning
NextWealth and Origo have published a report presenting the case for industry process improvement.
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Discovery Series
We carry out research on behalf of brands and organisations, in collaboration with partners, and to explore issues for ourselves.
Often this research is commercially confidential but, where insights are captured in a report format and we’re able to share the findings, we publish those reports here as part of of our Discovery series.
Centralised Retirement Propositions – Benchmarking Report 2021
In association with Ascentric, we have taken a dive into centralised retirement propositions.
Achieving Growth and Scale: A guide for financial advice businesses
A report supported by Standard Life offering benchmarks and practical recommendations to help financial advisers grow and scale their businesses.
Practitioner insights on managing an advice business
NextWealth and Fidelity FundsNetwork have published a series of reports considering the changing environment of financial advice, the challenges faced by advice firms and the adaption of the role of the financial adviser.
Centralised Retirement Propositions – Benchmarking Report 2020
In association with Ascentric, we have taken a dive into centralised retirement propositions. In this report, the use of a CRP is explored, alongside different approaches to managing client income, client segmentation and tools used.
Giving Credence to Cash
In this report, we explore adviser approaches to working with client cash holdings, report the size of the market for cash management and profile specialist cash management providers as well as the cash servicing arms of other institutions.
