Fifty Shades of Advice Report

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.

Our report includes 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; and over 15 interviews with advice firm, wealth management and platform CEOs and Directors.

Price: £4,500 + VAT

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

The report provides:

  • Market sizing and consumer segmentation - from the unengaged saver to the affluent delegator
  • Consumer questions - what would 4,000 people want to ask a financial adviser?
  • Attitudes to advice and delivery channels including the workplace, video calls and online
  • Attitudes to fees and charges
  • Interest in alternative and cheaper models to traditional financial advice
  • 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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