• Adviser Market Trends
• Service Level Report
• Investor Market Trends
• Adviser Omnibus Survey
• Advertising/Brand Tracking
• Customised Research

 

Wealth Insights Adviser Market Trends Report

 

The Wealth Insights Adviser Market Trends Report is the key component of the Adviser Market Trends subscription. It identifies key trends within the financial planning industry. It tracks advisers’ attitudes and behaviours and how they impact on fund managers and platform providers.

The report allows subscribers to delve into the minds of financial advisers to develop and refine marketing strategies, monitor new and potential competitors and, most importantly, provide a detailed analysis of an organisation’s competitive strengths and weaknesses from an adviser’s perspective.

In the largest tracking study of its type in Australia, the report has been published annually since 1998. It pools the input of over 1,800 financial advisers Australia-wide through a series of surveys, focus groups and one-on-one interviews, to determine key trends, attitudes and behaviours among planners. 

Customised Analysis

Each subscriber receives detailed and company-specific market intelligence that is relevant to the brand health and positioning of their company and products.

 

The subscription also provides, among other things, detailed information about those advisers who use your company's products.

For further information about the Adviser Market Trends Report please contact Wealth Insights.