AKG in the News

Through its role as a leading provider of independent information, both ratings and other assessment and comparative data, AKG regularly appears across trade and national publications. AKG enjoys a particularly high profile with intermediary firms and product providers and other key bodies.

A roundup of appearances is provided here for reference.

Increasing intergenerational advice demand will require new skills

Advisers will need to improve their skills and tools around intergenerational financial planning to keep pace with demand, according to new research from analyst group AKG.

Professional Paraplanner - 18 Oct 2021

Advisers concerned about family disputes in inter-gen planning

The report by AKG, titled Advancing Intergenerational Planning Opportunities, found the majority of advisers expect demand for intergenerational planning to grow in the coming years but not all feel comfortable approaching the subject.

FTAdviser - 15 Oct 2021

Soft skills crucial to meet intergenerational planning demands

According to research by analytics firm AKG, 54% of UK advisers say demand for intergenerational planning has grown in the past year, with 8% saying it has increased significantly.

International Adviser - 14 Oct 2021

Planners say demand for inter-generational advice is booming

Over half (54%) of Financial Planners surveyed by analysts AKG said demand for inter-generational planning has grown in the past year.

Financial Planning Today - 14 Oct 2021

Intergenerational advice need soars but advisers lack skills

According to an AKG survey 54% of advisers said demand for intergenerational planning has grown in the past year. Yet advisers recognise the need to develop skills and toolkits to deliver the right services to clients and families.

Money Marketing - 14 Oct 2021

74% of Brits have done nothing to reduce future IHT bill

Four-in-10 Brits are concerned about paying inheritance tax (IHT), research sponsored by Canada Life as part of an AKG report found. Yet, 74% haven’t done anything to reduce future IHT liabilities. Only a fifth have taken some action to mitigate a potential tax bill.

International Adviser - 14 Oct 2021

Intergenerational advice demand surge needs adviser skills shift

Intergenerational financial planning is set to expand in importance for advice firms – but advisers recognise the need to develop skills and toolkits to deliver compelling services to clients and families, new research from analysts AKG, in its independent briefing Advancing Intergenerational Planning Opportunities shows.

IFA Magazine - 14 Oct 2021

With-profits cautious answer to cash savings?

Commenting, Guy Vanner, managing director, AKG Financial Analytics, warned that With Profits was not a direct replacement for cash. He said: “There looks to be something of a renaissance for With Profits, with an increasing number of providers now again offering this as an option in the intermediary market.

Professional Paraplanner - 20 Sep 2021

Is this the age of the international platform?

There is a ‘significant growth opportunity for existing participants’

International Adviser - 18 Aug 2021

AKG marks five years of DFM ratings

AKG has marked the fifth anniversary of its work on DFM financial strength assessment ratings and reports.

Professional Paraplanner - 17 Aug 2021

‘Highly competitive’ DFM market warrants close attention

Advisers need to ‘keep their finger on the pulse in terms of staying abreast of ongoing developments’

International Adviser - 13 Aug 2021

Sales of ‘money-back’ annuities increasing

Commenting, Guy Vanner, Managing Director, AKG, said: “There is now a relatively discreet group of providers offering annuities. And as with other products, taking time and considering a range of factors in selecting providers for clients is key for advisers and paraplanners.

Professional Paraplanner - 15 Jul 2021

Platform due diligence financial strength focus

The Guide from AKG shows that advice firms are likely to have been using their chosen platforms for some time and selected them based on three main factors – charges, investment options and online functionality – with financial strength further down the list.

Professional Paraplanner - 02 Dec 2020

Key platform switch criteria revealed in new report

The report by analysts AKG suggests that financial strength is becoming a more important factor for advisers when selecting a new platform.

Financial Planning Today - 01 Dec 2020

Advisers urged to dig into platform finances

A guide from AKG, sponsored by Aegon and seen by FTAdviser, urged advisers to explore a platform’s ability to invest in continued platform improvements, check it boasts strong and resilient key business performance indicators and look for a clear business growth strategy.

FTAdviser - 24 Nov 2020

Is platform financial and operational strength now of even greater importance in platform due diligence?

New practical guide to platform due diligence aimed at advisers and paraplanners from independent analysts AKG.

IFA Magazine - 24 Nov 2020

New guide highlights importance of due diligence for advisers when choosing platform providers

Charging levels, service delivery and worries over financial strength are the most likely reasons for advisers to consider switching platform providers, according to research from independent analysts AKG.

Wealth Adviser - 24 Nov 2020

Positive outcomes from Covid pandemic for adviser industry

AKG’s Future of Advice research paper, found that the coronavirus pandemic has acted as “an accelerant” for the evolution of some aspects of the advice and distribution model in recent months.

Corporate Adviser - 02 Nov 2020

Nick Eatock: Using tech to narrow the advice gap

A combination of factors has resulted in the 'financial advice gap' many of which cannot be tackled overnight, writes Nick Eatock. However, he explains better use of technology could help address the situation

Professional Adviser - 22 Sep 2020

ESG climbs up Financial Planning agenda

Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report.

Financial Planning Today - 28 Aug 2020

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