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CoreData’s Digital Intimacy Report finds people are more likely to take action when allowed to experience the brand on their terms and not have messages pushed onto them. A quarter’s response to online marketing depends on how much they trust the brand in question.

Stocks and shares Isa ownership among women is low. If levels of stocks and shares (S&S) Isas are brought in line with those of males, the industry could see an estimated pot of £8.83bn flowing into these products.

24.5% of people were primarily motivated to start thinking about estate planning by starting a family, 23.1% claimed they had simply reached a certain age, and 14.3% were encouraged to think about estate planning by financial advisers.

28.8% of women and 14.3% of men claim their most trusted adviser on estate planning issues is a family friend.

25.0% of 45-54 year olds and 33.3% of 65-74 year olds say they openly discuss wealth in their families, as well as 61.5% of the 35-44 age group.

Investors believe UK and European shares will dominate the first half of 2014, with sentiment shifting heavily in their favour at the expense of both emerging and frontier markets.


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Research

Isa Season 2014: Buying Behaviour and Distribution

February 2014

As Isa season approaches, Britons around the UK will be shopping around for the most suitable investment vehicle for their savings. This research, involving 3,800 retail investors, presents profiles of individuals and the likelihood of owning a cash Isa or S&S Isa to help reveal the preferred purchasing channels at both a national level and a regional level for S&S Isas.

This identifies whether retail investors purchase Isas directly from an asset manager or whether they prefer to invest through the intermediated channel, either in the form of a financial adviser or through a self-select platform. read more

HNW Estate Planning

February 2014

Estate planning has always been an important aspect of many financial advice businesses, however a number of factors are raising the stakes in terms of just how important estate planning can be in successful financial advisory businesses. Therefore, estate planning is critical – the notion of continuing to grow wealth into the future, beyond the present generation.

This report outlines opportunities for financial advice businesses that abound as the number of HNW individuals in the UK is increasing, despite the tough times Britain has faced since the 2008 financial crisis. read more

Investor i-Sight 2014

January 2014

Are investors optimistic this year following a 14% rise in the FTSE 100 in 2013? What factors will influence investment decision for the next 12 months? The i-Sight Tracker provides an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors.

i-Sight is a leading information service and provides insight to assist businesses in assessing likely investor behaviour over a given period. The tool covers 28 different investment types and allows investment companies to track levels of specific fund appeal over rolling six-month periods. read more

Adviser Business Efficiency

December 2013

It seems clear that the introduction of the RDR legislation has had a major effect on how advisers think about and run their businesses, but it remains to be seen how far this has impacted the time they have available to provide an internationally competitive service. This report indicates, that post-RDR, advisers' administrative and compliance-related workloads are very high - in fact, they are the highest of any country whose advisers we spoke to. Specifically, this study looks at adviser business practices, the challenges they face and their plans for the future, including their feelings about regulatory and competitive pressures. read more

UK Adviser Investment Fund Sentiment

November 2013

Do financial advisers/planners add value to my investment portfolio and the subsequent portfolio returns? Implicit within the question is whether advisers and investors act any differently, that is, are advisers advantaged by more expert knowledge of the industry and demonstrate more suitable investment behaviour? This paper seeks to identify if advisers and the general retail market as a whole exhibit these so called behavioural setbacks. This research is also keen to answer the question of whether advisers are reactive to short-term returns, influenced by recent headline data, or instead proactive, and able to identify where future, and for the purposes of this exercise, short-term investment returns may be generated. read more

Execution-Only Platform Research 2013

October 2013

As the dust settles from the impact of the Retail Distribution Review (RDR), it appears the opportunities stemming from the launch of a non-advised execution-only service are growing for financial advisers in the UK. The execution-only market has remained largely unchanged since the implementation of RDR, but all these factors could still see the goalposts move for advisers operating in the transaction-only space. With these pressures remaining, perhaps the big question is whether execution-only will compete with the traditional IFA business model, complement it, or sit somewhere in the middle of the two? read more

UK High Net Worth Research 2013

September 2013

Wealth continues to be a hot topic of conversation in the UK. Whether it is asset managers, financial advisers or the general public there has been an unwavering demand to understand this stratum of investors. While the mass market is counting the pennies, the press (and consequently the general public) has become obsessed with how the wealthy live out their lives in a vacuum away from the wider global financial concerns. The report compares HNW investors to less affluent investors in terms of their investment knowledge, goals and main concerns in 2013. The risk/return approach and the interaction with financial advisers by both segments are also covered which unveils what makes the typical HNW investor tick. read more

UK Investment Trusts: A Post-RDR Examination

September 2013

Investment trusts are often overlooked collective investment vehicles that could play a vital role in an investment portfolio. This research report aims to reveal the impediments are more likely to be based on a psychological bias that often acts as an entry barrier before even any consideration is made of the evidence for investment trusts and that in fact, some of the ‘negative issues’ can actually become advantages for investment trusts. Moreover, this paper purports that claims of limited access to investment trusts is a somewhat exaggerated issue and rather the biggest drag is found somewhere between adviser and investor. read more

Investment Platform Research 2013

July 2013

Regulatory change, fierce competition and the shifting demands of the market all combine to impact on the cost, income and general viability of platforms. As a result platforms are requiring even greater scale in order to thrive, along with cost effective maintenance and (where possible) value-adding effective enhancements. This annual syndicated study aims to deliver key insights to administration providers on the shifting demands of independent financial advisers (IFAs) with an array of empirical data that identifies developing trends in the market. read more

Investor i-Sight Attitudinal Barometer 2nd Half 2013

July 2013

The purpose behind i-Sight is to provide an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. It is a leading information service and provides insight to assist businesses in assessing likely investor behaviour over a given period. The research is a data tracker of decision-making factors among Britain’s retail investor sector and covers 28 different investment types allowing investment companies to track levels of specific fund appeal over rolling six-month periods. The respondents are distributed across five key wealth segments, six key age demographics and sex read more

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