As the FCA kicks off a review into FAMR and the RDR, our Fifty Shades of Advice Report takes a fresh look at what consumers want and need. Against a backdrop of digital development, pension freedoms, auto enrolment and general growth in the DIY investment market, how have needs for advice morphed and changed.

Price: £4,500 + VAT

 

Our report includes; market sizing and consumer segmentation; consumer questions; attitudes to advice and delivery channels including the workplace, video calls and online; attitudes to fees and charges; and interest in alternative and cheaper models to traditional financial advice.

You will get:

  • 4 hard copies
  • A PDF copy
  • A presentation/workshop to your team(s) from our research writers

Watch our free taster insights:

   

  

The report provides:

  • Consumer questions - what would 4,000 people want to ask a financial adviser?
  • Quantitative data from over 4,000 adults
  • Over 10,000 verbatims documenting advice needs and attitudes to advice
  • 1,000 questions submitted to Boring Money grouped and analysed
  • Over 15 interviews with advice firm, wealth management and platform CEOs and Directors

        

The report will help:

  • Anyone trying to size the market opportunity
  • Those launching new advice businesses or exploring new models
  • Advice firms
  • Platforms, robos, aggregators and investment firms
  • Regulators and policy makers
  • Venture capital firms and private equity houses

  

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