Key platform switch criteria revealed in new report

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


ESG climbs up Financial Planning agenda

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.


Planners must be creative in attracting new clients – research

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


Planners predict industry shake-up

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.

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