Wealth Manager and Retail Investment Adviser Benchmark Report

Applying cross-sectional research to commercial business is a real challenge. It is effectively like driving a car through the rearview mirror. Whilst there is plenty of good research activity taking place in UK retail financial services, there are still too few studies that present a longitudinal approach to the general direction of travel for Wealth Manager (WM) and Retail Investment Adviser (RIA) firms and their on-going journey.

This research presents a combination of WM and RIA firm benchmarking surveys conducted in 2017 across our #RegTech platform and some 86 firms and adds to our pre/ post-RDR 5-year research and themes. Thus we can gain an understanding for the key issues firms are grappling with and where they are going well and what needs more focus and support.

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