Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Financial advisers and pre-paid funeral planning
16 August 2019
Unlike the general insurance market where consumers recognize their need for home insurance, travel insurance and car insurance and buy of their own volition, suppliers of life and protection products typically have first to convince the target audience that they are financially vulnerable.
Investment bonds service review reveals the most popular providers
07 August 2019
Our investment bond service survey asked financial advisers like you about their views on the service they receive from onshore and international investment bond providers, the products they recommended in the past twelve months and the providers they preferred. Here’s what they told us.
Engage provides an unparalleled DFM research tool
23 July 2019
An increasing number of financial advisers are appointing discretionary fund managers (DFMs) to run their clients’ investments. Utilising a DFM can bring efficiency and reduce operational risk for advisers. But advisers must be prepared to dedicate resource to choosing and monitoring managers in an increasingly crowded market.
ESG: The rub of the green
17 July 2019
The more asset managers that incorporate environmental, social and governance thinking into their investment philosophy, the more traction ESG investing will enjoy.
Adviser satisfaction with service provided by DFM providers is growing, but leaves room for improvement
09 July 2019
Are financial advisers satisfied with the service they receive? What areas of service are actually important to them? We asked advisers like you for their opinion, and compared the results to previous years. Here’s what we learnt.