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DELIVERING INSIGHTS
Research that uncovers real insights and delivers practical, actionable strategies
As Australia’s leading wealth management research agency we provide insights that help you make impactful decisions to drive growth.
Our boardroom sessions and reports are designed to bring research insights to life and assist you in creating actionable plans that meet your strategic objectives.
IDENTIFYING KEY TRENDS WITHIN THE FINANCIAL PLANNING INDUSTRY
This subscription identifies key trends within the financial planning industry. It tracks financial planners' attitudes and behaviours identifying how those attitudes and behaviours impact fund managers and platform providers.
INDUSTRY-WIDE MEASURE OF PLANNER SATISFACTION WITH SERVICE LEVELS
These reports are an industry standard measure of financial planner satisfaction with fund manager and platform service levels. Published annually since 1992, the research is used by many companies to evaluate and compare their service offering to their competitors.
Transforming complex data into accessible insights and solutions
With input from thousands of planners a year, we also provide proprietary (client-specific) market and brand intelligence to individual companies.
We evaluate the wealth management landscape and identify innovative opportunities while understanding the tensions and unmet needs of planners and investors. We can assist you in uncovering your company’s latent potential.
We help you drive growth through identifying opportunities in different adviser and investor segments.
