Today, EValue launched their 2020 State of the Financial Adviser Market survey to the UK financial adviser market. Set to be the most detailed survey of UK financial advisers, the State of the Adviser Market survey asks a series of granular questions that aim to help advisers identify market shifts and competitor trends, to improve efficiency and profitability within their advice firm. The survey responses will then be reported in Q1 of 2020, setting the agenda for a number of Adviser Roadshow events that EValue will be holding in various locations nationwide.
Alongside the launch of this comprehensive survey, EValue have committed to developing and updating their popular adviser tools to help increase efficiency and effectiveness of the advice given to consumers. For advisers and paraplanners, that would like to help shape these tools and the user experiences, EValue have also launched a Beta Program, as well as, exclusive access to designs, development and prototypes, participants in the Beta Program will have the opportunity to directly influence the new tool suite.
Propositions Consultant and Chartered Financial Planner, Gemma Brazier FPFS is heading up the EValue Beta Program and State of the Financial Adviser Market survey. On the launch of the survey, she comments, “We’re really looking forward to seeing the results of the State of the Financial Adviser Market survey. This is quite literally a survey designed by financial planners, for financial planners. We’re hoping that it highlights the challenges that RIs and firms are facing as well as the opportunities they have identified.”
On the accompanying launch of the EValue Beta Program, Gemma adds, “For 2020, we’re keen to see how we can help the adviser community as much as possible. Upcoming regulation including MiFID II means that the market is changing and our Beta Program gives advisers and paraplanners who use, or want to use, our tools the chance to feedback directly to us as we refresh them.”
To participate in the EValue State of the Financial Adviser Market survey, please go to ev.uk/sotfam-survey and to register your interest for the Beta Program, please go to ev.uk/beta-program or email firstname.lastname@example.org