“Financial advisers are burdened by increased costs due to the RDR, however, they are yet to embrace the power of online tools to engage with larger numbers of consumers and make efficiency savings.”
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Overview
Overview
This report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
Introduction
Executive Summary
Issues in the Market
Trend Application
Market
Market
Mintel provides a range of market information across categories including: forecasting and share information; internal and broader market environment information; and the issues that affect the market in question.
Regulation and Legislation
Market Drivers
SWOT Analysis
Competitor Channels
Adviser Market Size and Firm Rankings
Consumer
Consumer
Mintel conducts exclusive and original consumer research for reports, bringing up-to-date and unique insight to topical issues. This research examines the impact of social, economic, cultural and psychological influences on consumers.
Adviser Business Models
Wealth of Advised Clients
Adviser Strategies for Attracting New Business
Features that Advisers Value in an Investment Platform
Adviser Challenges
Brand/Company
Brand/Company
Our brand research provides data and informed analysis across a number of consumer metrics including usage, satisfaction, recommendation, momentum and trust. It also explores consumer attitudes towards brands and examines the reasons behind these.
Who’s Innovating?
Adviser Share of the Investment Market
Companies and Products
Advertising and Promotion
14th February 2014
"One year on from the official introduction of the RDR, the advice market has seen a continuous exit of bank and building society advisers, leading to a significant drop in availability of financial advice to the mass-market.”
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Where next for unprofitable saving and investment clients?
