A series of detailed reports providing extensive analysis of key industry issues updated monthly to reflect the latest changes in the marketplace.
Current studies include:
Adviser Software Insights – A summary of technology used by adviser firms and how it impacts the selection and recommendation of financial products, platforms and asset managers
Digital Wealth Insights – an overview of the leading players in the emerging Digital Wealth and automated advice markets
Making Savings Affordable – a report which addresses the impact of AE contribution increases (April 2018 & April 2019) will have on a consumer’s disposable income and the knock-on effects this will have to the UK savings market
How Technology Becomes Core to Advice – a detailed look at the core role technology plays in ensuring that your organisation will survive the automated advice revolution