Through its role as a leading provider of independent information, both ratings and other assessment and comparative data, AKG regularly appears across trade and national publications. AKG enjoys a particularly high profile with intermediary firms and product providers and other key bodies.
A roundup of appearances is provided here for reference.
The Guide from AKG shows that advice firms are likely to have been using their chosen platforms for some time and selected them based on three main factors – charges, investment options and online functionality – with financial strength further down the list.
The report by analysts AKG suggests that financial strength is becoming a more important factor for advisers when selecting a new platform.
A guide from AKG, sponsored by Aegon and seen by FTAdviser, urged advisers to explore a platform’s ability to invest in continued platform improvements, check it boasts strong and resilient key business performance indicators and look for a clear business growth strategy.
New practical guide to platform due diligence aimed at advisers and paraplanners from independent analysts AKG.
Charging levels, service delivery and worries over financial strength are the most likely reasons for advisers to consider switching platform providers, according to research from independent analysts AKG.
AKG’s Future of Advice research paper, found that the coronavirus pandemic has acted as “an accelerant” for the evolution of some aspects of the advice and distribution model in recent months.
A combination of factors has resulted in the 'financial advice gap' many of which cannot be tackled overnight, writes Nick Eatock. However, he explains better use of technology could help address the situation
Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report.
Advisers need to think more creatively about how to attract new clients in order to survive, according to analysis from AKG and Charles Stanley.
The Future of Advice – Beneath and Beyond, a new paper from independent analysts AKG and co-sponsored by wealth manager Charles Stanley, reveals that the most enduring and profitable advised opportunity is linked to the various retirement life stages of baby boomers and propositions must be developed to ride the wave of those in and approaching retirement.
Advisers are expecting firms to be shut or sold in the wake of the Covid-19 pandemic, despite a rise in demand for advice, new research from analyst AKG has shown.
Advisers are expecting firms to shut or be sold and predict that more advisers will retire in the wake of the Covid-19 pandemic, according to research from independent analysts AKG.
More than half (53%) of advisers believe firms will shut as a result of the COVID-19 pandemic, while 45% expect more advisers to retire and 34% forecast a rise in the sale of businesses, new research from AKG is suggesting.
Advisers are braced for firms to shut or be sold and more advisers to retire in the wake of the Covid-19 pandemic, new research from independent analysts AKG, for its independent paper Future of Advice – Beneath and Beyond, shows.
Just over half of advisers may leave the profession due to the Covid-19 crisis, according to new research from consultancy AKG.
Despite nearly one in five adults saying they need advice post-COVID advisers are braced for firms to shut or be sold and more advisers to retire in the wake of the pandemic, research from AKG has revealed.
The future looks bright for mid-sized advice firms providing they invest in strong technology and diversify their specialities and client base, a report has claimed.The Future of Advice - Beneath and Beyond report, published today (July 30) by AKG, stated there was a “powerful case” for the “right sort of 5-10 adviser business”.
The report also showed consumer confidence was the biggest block to seeking financial advice.
More than half of Financial Planners (53%) believe firms will shut due to the pandemic but around 52% forecast a rise in new clients, according to a new report.
Matt Ward, Communications Director at AKG, looks at the requirement for carrying out due diligence exercises when selecting (or retaining) DFM partners, suggests an overarching framework which can be used by intermediary firms to support this type of work and discusses why it’s important to contextualise and review such exercises.