Financial services researcher Brand Management is conducting the first in what will be a quarterly series of reports on the sentiment of the Australian financial advice industry participate in the survey

For the first time, the research will give the users of the survey a clear picture of the expectations of the sales channel for both their own business and the economy and the investment ambitions and fears of the mass affluent market place. The outworking of the research will be two indicators: the first showing the expectations of financial advisers of the Australian economy; the second will show the expectations of Australian financial advisers for their own business in the coming quarter and it will be mapped against the expectations of the mass affluent Australian investor giving a clear picture of their expectation and the adviser expectation and the gap between them. The research will cover how the industry’s expectations about the economy as a whole in the coming quarter and their expectations as a whole for their entire business for the quarter ahead. The research will start to give funds managers and distribution companies a predictive indicator of the desires of the financial services sales community in Australia allowing them to start to build a map of demand and consumption expectations for their products. The research was designed and overseen by Dr George Argyrous from the School of Social Science and Policy at the University of NSW and managed by Brand Management. As well as developing a barometer for expectation and sentiment, each quarter, the research will also touch on a “hot topic” in the market. This quarter the hot topic we will be looking at the industry’s reaction to the FPA and its “Dazza” advertising campaign from the perspective of the funds managed industry and the consumers.

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