Surveys
Each year we commission and publish a number of independent surveys aimed at increasing intelligence in the financial industry. Thanks to our proprietary Financial Intermediary Database which contains contact information for over 50,000 UK registered IFAs, we’re ideally positioned to monitor and interrogate the latest attitudes from the whole of the financial adviser community. Our online surveys now regularly receive more than 300 participants each, thanks to the strong bonds we have forged with advisers through our participation panels and the free lead generation service we provide for them at www.mylocaladviser.co.uk. These surveys provide valuable insight to our FMG, L&P and Platform clients and are available for free download below.
For the last ten years we have also been the preferred intelligence supplier to FT.com for their annual IFA rankings survey, which is published every October. Following the acquisition of Rhetorik Solutions at the start of 2010 we now boast a 15-strong research team in our Berkshire research facility, which has enabled us to extend our research capabilities to the IFA community through desk research and outbound calling.
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Top 100 Financial Advisers 2010
Click here to download the pdf.
IFA Platform Survey
In this report - researched by Matrix throughout August 2010 - we asked over 350 IFAs for their feedback on platform take-up and their attitudes to different products and services offered by those platforms.
Click here to download the pdf.
Top 100 Financial Advisors
The Financial Times Top 100 Financial Advisors 2009.
Click here to download the pdf.
Platform Survey to IFAs
In October 2009 Matrix Data undertook a series of research surveys to the UK's IFA community in order to build a
greater understanding of the various administrative, technical and professional issues being faced by the IFA
community and their impact on the product provider and platform industry.
Click here to download the pdf.