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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.

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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.

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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.

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1 in 4 clients have cut back on saving plans - PFS

More than 1 in 4 financial advisers (27%) taking part in a PFS straw poll said clients had reduced the amount they were saving and spending due to concerns about the impact of the Coronavirus pandemic.

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