About the Index

Independent intelligence on structural adviser mobility risk.

What Atlas Is

A data intelligence index. Not a recruitment firm.

Atlas Intelligence is an independent market intelligence index analysing structural adviser mobility risk across wealth management firms.

It is not a recruitment firm. It is not a talent sourcing platform.

It provides leadership teams and investors with early visibility of adviser population instability following acquisitions, ownership transitions and strategic change — before that instability registers in headcount data, client retention metrics or board reporting.

Scoring Framework

Atlas models adviser mobility risk using a structured scoring framework.

Tenure positioning

Relative to acquisition events and ownership transitions. Post-deal tenure thresholds are the most reliable leading indicator of departure intent.

Historical mobility behaviour

Career movement patterns mapped from regulatory data. Prior mobility frequency and trajectory are strong predictors of future movement.

Firm-level dynamics

Integration programmes, ownership cycles and competitive density signals. Firm context shapes individual risk at the population level.

Career plateau indicators

Progression stalling signals that precede departure decisions. Role and regulatory status stagnation are measurable precursors to exploratory behaviour.

Competitive density signals

Hiring activity and market positioning of competing firms. Regional competitive intensity amplifies individual mobility risk across adviser populations.

Proprietary signal layer

Qualitative behavioural intelligence from specialist market engagement, capturing sentiment shifts and emerging mobility intent not visible in public data.

Data Sources

Three integrated intelligence layers.

Atlas Intelligence maps regulatory career histories across the UK advice market using FCA Register data, enriched with active market signal monitoring and proprietary behavioural intelligence derived from structured adviser conversations conducted through AMC Group's specialist market practice.

01

Regulatory Career Data

Longitudinal mapping of adviser career movements and firm affiliations derived from FCA Register records, providing structural visibility of workforce stability trends across the advice sector.

02

Professional Market Signals

Ongoing monitoring of publicly observable career activity, firm announcements and network-level movement indicators across the regulated advice market.

03

Behavioural Conversation Intelligence

Structured qualitative insight gathered through specialist market engagement across the adviser community via AMC Group. This proprietary signal layer captures sentiment shifts, exploratory behaviour and emerging mobility intent that are not visible in public data assets.

Proprietary Index

Adviser Mobility Score™

Individual-level scoring (0–100) assessing the probability of adviser departure within a 12-month window, across six weighted signal components. AMS provides the granular adviser-level visibility that enables targeted risk monitoring and early intervention.

Proprietary Index

Firm Vulnerability Index™

Firm-level composite score reflecting overall workforce departure risk, derived from the aggregated AMS™ population and structural firm intelligence. FVI enables board-level and investor-grade monitoring of post-acquisition population risk.

Institutional Enquiries

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