Planners holding back on recruitment amid turmoil

Financial Planning firms have cut back on recruitment and growth plans as they reassess ambitions for 2022 due to the cost-of-living crisis, according to a new report.

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Planner adoption of new tech stalls

Financial Planner’s interest in making changes to their technology stack has stalled, according to a new report.

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Planners lack tech skills says NextWealth

Most Financial Planners are still not technology literate, according to a new report from NextWealth.

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Recruitment moves higher on Planners' agendas

The number of Financial Planning firms planning to recruit in the next 12 months has nearly doubled from 32% last year to 57% this year, according to a new report.

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