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This year’s report aims to further examine this unintended consequence of RDR which is forcing financial advisers to spend more of their time fretting over paperwork rather than engaging in revenue-generating tasks.
This study seeks to map out current adviser usage across the UK – outlining how different demographics interact with their advisers. This report includes a detailed segmentation of investors, identifying common traits among investors in the UK.
The investment management industry needs to do more work around clarity of fees among all investor segments, but particularly among Mass Market and Emerging High Net Worth (HNW) individuals as over four in 10 individuals in each group say charges are not clear.
The purpose behind i-Sight is to provide an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. This was conducted across investment classifications by region, sector and asset class.