Annual Research Reports

Wealth Insights has pioneered a unique syndicated reporting model that provides clients with both industry-wide intelligence and customised, proprietary market and brand intelligence about their individual companies.

The annual syndicated reports provide industry-wide actionable and company-specific information. The studies also serve as an industry score-card and are used by many subscribers in competitive benchmarking initiatives.

Wealth Insights Adviser Market Trends Report: This report identifies key trends within the financial planning industry. It tracks financial planners' attitudes and behaviours identifying how those attitudes and behaviours impact on fund managers and platform providers.

Wealth Insights Service Level Report: These reports are an industry standard measure of financial planner's satisfaction with service levels provided by fund managers and platform providers. Published annually since 1992, the research is used by many companies to evaluate and compare their service offering to their competitors.

Wealth Insights Investor Market Trends Report: Investors are also a major force in the wealth management industry and often dictate how and where their funds are invested. This report looks at different aspects of investors' attitudes and behaviours.