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!
Should advisers use free – but often inferior – tools offered by platforms and product providers, or should they pay for best-of-breed, independent tools available in the marketplace? This debate has raged among advisers for a long time. The FCA might have...
Today, we publish our Multi-Asset Fund Guide 2018 titled Dysfunctional Families. This guide is an in-depth analysis of 91 fund families consisting of 402 individual funds in which a £148bn of client’s money is invested. The story of the cobra in India during British...
A recent article in the Guardian is the latest indictment of the Standard Life GARS fund. The fund has underperformed virtually all imaginable benchmarks over the last three and five years. 3-Year Cumulative Return 5-Year Cumulative Return Is it just me or does anyone...