The environment that Wealth Managers are operating in is very different from the past and current trends are making the success/failure slope steeper. Wealth Insights believes that Wealth Managers currently have a tremendous opportunity, and with the right strategy, product mix and operating model, there are opportunities to move into dominant market positions.

The Adviser Market Trends subscription identifies all of the key trends occurring within the financial planning industry. It tracks adviser attitudes and behaviours and how they impact on Wealth Managers. The research allows key executives to:

• develop and refine product, marketing and communication strategies,

• monitor existing and potential competitors,

• analyse competitive strengths and weaknesses from an adviser’s perspective.

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