a vibrant, irreverent and evidence-based research consultancy working with financial planners and providers to improve client outcomes.
What we do for financial advisers, platforms and asset managers
We work with financial planning firms to create robust evidence-based investment propositions. We influence well over £1billion of client assets through our research and due-diligence work for advisers.
Rating & Benchmarking
We benchmark investment products, platforms, and providers based on a range of metrics designed to support the adviser’s due-diligence and inform the provider’s competitive positioning in the marketplace.
Our extensive research on sustainable withdrawal strategies is relied upon by planners to deliver robust retirement income advice and by providers to create products that are fit for purpose.
Check out our thought-provoking, no holds-barred articles!
We have some exciting news... Drum-roll, please!TV personality David Schneider will be delivering a keynote at the Science of Retirement Conference in London on the 5th of March! David is one of the countries leading comedians and storytellers, but what has that got...
Addressing what seems to be quite a hot topic of discussion within the financial world! Following on from my initial posts, today I discuss the "Woodford Saga" in more detail, and how it is currently circulating the industry.
For the last few years, we have published an annual study of the multi-asset fund universe. The result of our latest study is as heart-wrenching as previous years; the overwhelming majority of multi-asset fund managers don’t add any value through their asset...