Surviving the storm: Opportunities for investment advisory firms in a changing market
What’s the future of your business?
IFAs are facing unprecedented regulatory and commercial change, including the advent of Treating Customers Fairly principles, MiFID, the Retail Distribution Review and the boom in online investment platforms.
JPMAM have drawn on the viewpoints of a broad cross-section of IFAs across the UK, to produce a report Surviving the storm: opportunities for investment advisory firms in a changing market. This in depth study from J.P. Morgan Asset Management examines how the onslaught of changes are affecting and will continue to effect the UK advisory sector.
The report looks to determine:
- The threats and opportunities to IFAs presented by key drivers of change.
- What IFA firms can do to help assure their future - and how asset management firms can support them.
- IFA business models that are most likely to prosper in the future.
We believe this report forms an essential part of the ongoing dialogue on the future of the independent advisory sector.
Jasper Berens, head of UK sales at J.P. Morgan Asset Management
"It's in the interests of everyone in the investment management industry - and consumers themselves - to assure the long-term wellbeing of the independent advisory sector. This report aims to provide practical insight into how this might be achieved."