Financial Planners and advisers who segment clients believe it can deliver better outcomes, improve value for money and offer lower-cost services to some client groups, according to a new study.

Nine in 10 financial advisers expect increased speed and operational efficiency from the use of AI, according to a new report.

Mergers and acquisitions are continuing to drive change in the financial advice sector but acquirers are increasingly looking at consolidation, not aggregation, according to a new study.

The number of advice firms planning to launch their own in-house platform has levelled-off, according to NextWealth’s latest report into the trend.