The challenging economic environment is leading to profound changes in client retirement decisions, according to a new adviser survey.

The FCA and its Practitioner Panel are set to launch a joint survey of 25,000 regulated firms shortly to seek feedback on how the FCA is regulating the sector.

Almost two in three (61.5%) of SimplyBiz advisers are positive about the outlook for the sector in 2024, according to the network’s annual survey.

Financial Planners need to improve their knowledge of philanthropy, with just 5% confident about advising clients in this area, according to a new report.