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The Wealth Managers Review

24/10/2017

 
The Wealth Managers Review – Out Now
A comprehensive review of the practices and preferences of DFMs and wealth managers in …

Live Products

UKAS 360

A rolling In-depth quarterly study into the UK financial adviser market
Quantitative and Qualitative approach
A review of all the influential segments …

RiF Trade Media Tracker

The Research in Finance media tracker round-up – a report that tells you what the IFA trade press are saying about your business and/or funds. Also, who is advertising, how big are their volumes and what are they actually promoting. In addition does advertising and PR ultimately make a difference to fund inflows?

Past Products

Financial Adviser Outsourcing report

A study to gain deeper understanding to the changes in fund distribution post RDR.
The rise of the use of outsourcing …

European bank assurance project

European bancassurance project

An in-depth research project to discover what makes a great sales aid for the European bancassurers.
What elements are …