Another Model Quarter – Q1 2024 Financial Adviser Sales Highlights
There were 839 financial adviser firms with £1 million in net sales or more during this quarter.
Are the Clouds Parting? – Q4 2023 Financial Adviser Sales Highlights
There were 689 financial adviser firms with £1 million in net sales or more during this quarter.
Failure to launch – Q2 2023 Financial Adviser Sales Highlights
809 firms had £1 million
in net sales or more during the second quarter of 2023.
Hit or Miss: A Six-month Review of our UK Fund Forecast
While 2022 ended and 2023 began with winds of caution, as estimated net flows crossed 0.1% just once between December to April, the month of May brought winds of hope, with net flows of close to 0.3% of beginning assets.
Resilience, thy fund name is ESG
ESG integration could just be the secret to building a resilient fund business.
Branding Is A Collaborative Act
The top five brands identified by advisors as “best-in-class” are American Funds, Vanguard, BlackRock, JPMorgan, and First Trust.
Will Q1 Showers Bring Q2 Flowers for Financial Advisers?
A reversal in fortune was seen amongst wrappers with ISA net flows returning to positive after two consecutive quarters of outflows, and GIA accounts going into outflows after driving much of the positive flow activity in 2022.
Conversation Starters: Boosting Advisor Engagement with Value-Add Programs
More than half (55%) of advisors overall ranked new client/business development as one of their top 3 challenges in 2023, making it the most frequently cited concern.
Bank Contagion Concerns Prompt Money Market Surge
Money market funds often record significant swings in flows on a monthly basis as investors withdraw money to place in longer-term securities or retreat to safety during volatile markets.
Looking Back and Moving Forward: A Data-Driven Approach with Flowspring
A closer examination of the key trends and developments that shaped the industry in 2022 is essential for understanding where we may be headed next.