Research
US Investment Outlook 2017
Advisors expect a choppy ride in 2017 but many anticipate markets will perform favorably.
The Fiduciary Rule
This report looks at the impact of the rule on advisors and how it will shape the future...
Discretionary Fund Managers 2016
This report outlines core DFM considerations such as investment philosophy and their proposition as a business.
Baby Boomers & Divorce
Many individuals do not consider divorce a significant threat to retirement savings — a surprising finding given that...
Retirement Planning in the Gig Economy
The rise of the gig economy, whereby employees freelance in temporary positions, is gathering momentum.
Future Finances
This report identifies differing complexities between age segments and forecasts life’s biggest milestones like mortgage eligibility and the...
Investment Platforms 2016
This research is aimed at delivering administration providers key insights into the shifting demands of independent financial advisers...
Platform Consolidation
It’s been widely mooted for the past decade but the time is nigh for the start of a...
UK Fintech
This paper will look at the growth of the sector and how it has been supported by a...
UK HNW Research
This report seeks to investigate these perceptions by focusing on the upper echelon of the investor spectrum, high...