Industry Insights

View our periodic publications highlighting the current trends in the industry; The Observatory, our quarterly adviser statistics report; and the latest product news from asset and fund managers
Trends
View our periodic publications highlighting the current trends in the industry.
 

1. Financial Adviser Highlights for Q1, 2018, including:

UK advisers portfolio risks concerns

Analysis of gross sales in the last quarter

Click here to access the report.

2. Financial Adviser Highlighs for Q4, 2017, including:

An update on the fate of the FCA register

Analysis of the £25.3bn of Gross Sales in Q4

Click here to access the report.

3. Platform Ethical Investment for Q4, 2017:

Click here to access the report.

Statistics
Access our quarterly adviser statistics report containing key insights on the structure of the whole intermediary universe.
 

Providing quarterly market statistics on the Financial Intermediary universe, the Observatory report utilises data contained in our Matrix Financial Intermediary database (MFID), which is widely regarded as the industry standard. The report looks at a variety of different industry attributes including the structure of firms in the investment space comprising of individual analysis, networks, groups and directly authorised firms. The Observatory also gives you a glimpse into the capabilities of our Financial database, allowing you to see a break-down of Investment Intermediaries by region, segment, sales staff size, product and controlled function.

 

Click here to access our latest edition.  

Product news
View the latest product news from our asset and fund manager partners.
 

 Coming this year.

1. Financial Adviser Highlights for Q1, 2018, including:

UK advisers portfolio risks concerns

Analysis of gross sales in the last quarter

Click here to access the report.

2. Financial Adviser Highlighs for Q4, 2017, including:

An update on the fate of the FCA register

Analysis of the £25.3bn of Gross Sales in Q4

Click here to access the report.

3. Platform Ethical Investment for Q4, 2017:

Click here to access the report.

Providing quarterly market statistics on the Financial Intermediary universe, the Observatory report utilises data contained in our Matrix Financial Intermediary database (MFID), which is widely regarded as the industry standard. The report looks at a variety of different industry attributes including the structure of firms in the investment space comprising of individual analysis, networks, groups and directly authorised firms. The Observatory also gives you a glimpse into the capabilities of our Financial database, allowing you to see a break-down of Investment Intermediaries by region, segment, sales staff size, product and controlled function.

 

Click here to access our latest edition.  

 Coming this year.