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.
Gone Fishing (For Sales Leads)
Through Financial Clarity and Adviser Clarity clients can see both the concentration of fish across different ponds and the type of fish residing in each. Insights that can be leveraged to efficiently allocate sales resources based on the richness of the waters.
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.
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.
Model Portfolios Poised to Become Leading Solution for U.K. Advisers
Based on ISS MI’s analysis showing that almost every financial adviser firm of size now uses at least one model, it seems clear that model portfolio providers have spread the word far and wide, so that model portfolios are poised to become the predominant portfolio solution amongst U.K. advisers.