3 in 4 advisers behind on Consumer Duty prep
- Friday, 17 March 2023
- Articles
Three-quarters of financial advisers are behind with their preparations for the FCA’s new Consumer Duty which begins in July, according to a poll.
Read more...Most planners 'confident' about discussing mental health
- Monday, 07 February 2022
- Articles
Four out of five Financial Planners says they are confident about discussing mental health and money with their clients, a survey has revealed.
Read more...9 out 10 advisers moving towards hybrid advice
- Tuesday, 05 October 2021
- Articles
Most financial advisers (91%) plan to adopt a hybrid advice model - combining in-person and digital engagement - over the next few years, according to a professional body’s poll.
Read more...48% of advisers report surprise increase in clients
- Friday, 26 March 2021
- Articles
Nearly half (48%) of all financial advisers report an increase in client numbers in the last year, according to Intelliflo’s Advisory Business Impact Poll 2021.
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