Securitor launches investment research website
BT-owned dealer group Securitor has launched a new investment research website which gives financial advisers access to product and thematic research, as well as market commentary.
Selected information from the site will also be available to clients that will assist financial advisers with client education and information delivery.
The reason for the launch of this website is the changing financial adviser-client relationship and the need for advisers to access timely information, according to head of dealer groups at BT Financial Group, Matt Englund.
"Investors are closely tuned to market fluctuations, and as a result, are playing a more active role in their portfolios; advisers need insightful commentary at their fingertips," Englund said.
The key information available to financial advisers on the new site includes equity research via eQR Securities, annual capital markets review, monthly economic/market updates, sector papers, approved product lists and podcasts.
The way dealer groups and institutions provide research material and share insights has evolved since the global financial crisis, with a greater need for constant information flow, said Piers Bolger, head of research and strategy at BT Financial Group.
"Now there is a bigger appetite for in-depth market and product information to assist advisers in their discussions with clients," Bolger said.
Recommended for you
Grant Hackett has been promoted from CEO of Generation Life to head up the wider Generation Development Group.
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly-created role focused on the national intermediary market.
Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equity firm.
