Market researchers launch new program to support time-poor advisers

The new market research program, Adviser Pulse, is a monthly survey of financial advisers designed to capture recent investment recommendations into managed funds and ETFs. 

From today, the preferences and activities of their advisers will be published in a monthly report, delivering invaluable data on top performing fund managers, trending investment strategies, and evolving asset class recommendations.

Michael Johnson, Director of Agile Market Intelligence, emphasizes the value of this initiative: "Adviser Pulse is designed to empower advisers with the insights they need to stay ahead of the curve. We recognise that financial advisers are time-poor, and any insights we can provide to give them a birds-eye view of what their peers are offering to clients is likely to be of value."

Advisers who participate in the survey on a quarterly basis will receive the exclusive Adviser Pulse Monthly Report, conveniently delivered to their inbox. This report details the most popular funds and managers as reported by advisers, providing a reliable benchmark for assessing one’s own strategies against industry trends.

“Each month, the report highlights and tracks which funds are resonating most with advisers, making it easier for advisers to keep their eye on market trends, identify funds increasing in popularity and further expand their product expertise," Johnson explains. "It’s more than just data—it's a resource for staying up to date with what hundreds of other advisers are recommending."

The report also includes detailed analysis on asset class preferences and tracks how advisers’ investment strategies are evolving over time, offering participants a unique opportunity to understand the broader market context in which they operate.

“By participating in Adviser Pulse, advisers contribute to a critical feedback loop, gaining insights that not only benefit their own practice but also provide the entire industry with a clearer picture of where the market is headed,” adds Johnson. "It’s about community-driven intelligence that supports better decision-making for all."

Agile Market Intelligence, an Australian market research agency, specializes in insights for professional and financial services. Their expertise spans both quantitative and qualitative research programs within the wealth management sector, serving advisers, fund managers, technology providers, and media professionals in the pursuit of market clarity and informed decision-making.