We help individuals and organisations with a stake in the future of financial advice understand what’s next in wealth.

Not to simply understand what's coming but exploit the trends for competitive advantage.

How we help

To do it, we offer research, consultancy and opinion leading content – building unique proprietary data sets on products, pricing and processes in asset management.

Our customers are platforms, asset managers, technology companies and financial advice businesses.

We publish syndicated research reports and industry metrics, perform bespoke services and host public events and private roundtables.

Our main areas of focus include:

• Financial adviser market segmentation and business models, including consolidation and the size and structure of the financial adviser market.
• Advice Tech, including the rise of tech enabled advice, approaches to document submission and eSignatures, white label platforms and adviser reviews of thousands of pieces of adviser tech.
• Investment propositions, including regular reports on discretionary MPS with rankings of over 35 DFMs by assets.
• We offer syndicated research and reports as well as bespoke reports on investment propositions, technology and innovation and distribution strategies.