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 (industry-wide) reports provide actionable,
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
advisers’ attitudes and behaviours identifying how those attitudes and
behaviours impact on fund managers and platform providers.
Wealth Insights
Service Level Survey Reports: These
reports are an industry standard measure of financial adviser satisfaction
with service levels provided by fund managers and platform providers.
Published annually since 1992, the research is also used by many companies
as a measure of competitive benchmarking initiatives.
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. Each year
this report looks at different aspects of investors' attitudes and
behaviours.
Click on reports above for more details.