Adviser research & reports

We are committed to providing education and development you enhance your investment knowledge and maximise profitability in the face of the challenges posed by today's fast moving markets.

Adviser prosperity index

The Adviser prosperity index has been designed to give an indication of adviser business prosperity in a post RDR world. Discover how your own business prosperity compares to that of your peers.

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The ins and outs of investment trusts: A guide for investors

Investment trusts were introduced over a century ago to allow investors the chance to invest in a diverse portfolio of stocks and shares. Our guide aims to help your client's better understand the world of investment trusts, and why they should consider them in their portfolio.

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Income investing brochure: Helping your clients broaden their income horizons

Income is being squeezed on all sides as interest rates remain low and living costs rise faster than wages. This brochure looks beyond traditional sources and gives your clients key steps to help them find the right income solution.

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Winning Propositions: The consumer market post-RDR

Winning Propositions establishes the attributes an advisory business will need to demonstrate to prosper in a post-RDR world. For our report we interviewed over 2,000 UK investors who are seeking financial advice.

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Market volatility kit: Helping your clients survive market uncertainty

In periods of volatility, your clients may be tempted to postpone new investments, and even sell their current holdings with the aim of reinvesting when the stock market stabilises. Our updated report aims to give your clients the confidence to ride out the storm.

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