MyTouchstone is the first truly collaborative marketing database ever constructed for the Intermediary sector. Powered by the collective sales data of over 90 major product providers, it provides advisers with unprecedented insight into their marketplace. Sales data is further enhanced with inputs from over 11,000 advisers, creating an information source to help transform the way advisers approach their business.
How can MyTouchstone help you?
Benchmark your Adviser Chargers by comparing your fee model and charging levels locally and nationally by using the Adviser Charging Guide
Independent or Restrictedunderstand the adoption of Restricted Advice in your area and the UK within the Adviser Charging Guide
Inform your business strategy by discovering your firm's rating locally by advice area using the Intermediary League Table
Choose the right network, broker service provider, outsourced fund management, wraps and platform provider in the National & Regional Support Services to Intermediariesreport
Stay forward focusedbydiscovering how business is changing from one quarter to the next with the New Business Trends report
Access insight into fund selection trends by accessing the ‘Fund Focus’page created in association with FE & Rayner Spencer Mills
Understand your local market by viewing investor activity on Google Maps via Investor Hotspots
"I wish to express my appreciation to MyTouchstone for data on
hourly fee rates for IFAs in my area of SE England. The fact that I had
permission to quote the data in my client communication allowed me to
justify and amend my hourly rate from £125 to the average for my area of
£160”. Mike Grant of Montgo Consulting Ltd, East Sussex “The data supplied in My Touchstone has been beneficial to AWD Chase De Vere in assisting with the formulation of our Business Transformation Strategy, furthermore, the service received has been exemplary'”.Andy Papadopoulos, Director of Advisory Services at AWD Chase de Vere
Register online forFREE access to all MyTouchstone reports or call01236 794 120
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