Financial advisers are placing more focus on financial strength when considering switching platforms, according to a new study.

Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report.

Financial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.

More than half of Financial Planners (53%) believe firms will shut due to the pandemic but around 52% forecast a rise in new clients, according to a new report.