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!
If you wish to lower the volatility of your portfolio, stop looking at it so often.— Rick Ferri, CFA (@Rick_Ferri) October 27, 2018 This tweet by Rick Ferri is counter-intuitive. If you want to lower volatility, look at your portfolio less often? Rick...
‘We have been growing customers for General Motors’ observed Lewis Crusoe, a vice-president of the Ford Motor Company in the 1950s. Mr Crusoe was talking about a well-known problem at the company; low-income Ford owners were trading up to a medium-priced...
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...