Planners optimistic despite ongoing pandemic disruption

Six in ten Financial Planners expect to see an increase in assets under advice despite over half seeing their firms’ growth plans disrupted by the Coronavirus pandemic, according to new research.

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Advisers missing face-to-face contact with clients - research

More than half (51%) of financial advisers say working remotely with clients has been their biggest personal challenge in adapting to the Coronavirus pandemic.

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