Adviser Market

A subscription to Platforum’s Adviser Market research stream gives access to four reports in the series:

  • Adviser Market: Size and Structure
  • Adviser Market: Adviser Propositions
  • Adviser Market: Digital Developments
  • Adviser Market: Charging Models
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Background

Despite the importance of financial advisers in the retail investment industry, there is little analysis and insight on the shape, structure and evolution of the adviser market.

The Adviser Market research stream aims to address this gap by drawing out the key trends and themes through Platforum’s analysis of the available market data and our own extensive qualitative research with adviser firms.

Deliverables

A subscription to Platforum’s Adviser Market research stream gives access to four reports in the series:

  • Adviser Market: Size and Structure – This report looks into the current make-up of UK financial advisory firms and offers insight into the advice models that will achieve growth and profitability. We also analyse the long-term structural issues affecting the profession.
  • Adviser Market: Adviser Propositions – This report will include a detailed look at adviser propositions, including client segmentation and acquisition strategies, and approaches to investment. We will also introduce Platforum’s adviser personas.
  • Adviser Market: Digital Developments – In this report, we will assess how advisers are using digital tools, as well as the interplay between back office systems, platforms and third-party tools in adviser firms. We will also scope out the adoption of robo (or automated) advice by advisers.
  • Adviser Market: Charging Models – Our final report in this series will look at adviser charging models, how these charging models vary by profile of firm and the ways in which pricing models are developing.

Subscribers also get access to Platforum’s team of analysts who can answer questions and offer additional background on the research findings. Subscribers are also invited to attend an analyst briefing hosted at Platforum’s offices and to online webinars. These presentations offer highlights of the research from the analysts themselves adding colour and context to the reports.

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