3 in 4 advisers behind on Consumer Duty prep

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

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

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 

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.

Read more...