Advisers increasingly confident about career prospects
Intense Life Desires Heather Hopkins, MD at NextWealth Financial Planners and advisers remain confident in their career prospects,...
advisers
Younger advisers more likely to attract new clients
NextWealth/Aegon research Less than one in five, 17%, of financial advisers believe hiring younger colleagues...
2 in 3 advisers expect Corporation Tax rise
Less than two out of five (38%) believed the Chancellor will increase Income Tax rates....
CISI Financial Planning Week a chance for advisers to ‘give back’
Carly Dunningham CFP MCSI, chair of the CISI Financial Planning Forum committee Professional body the...
4 in 5 advisers report increased compliance costs
The FCA’s Consumer Duty in particular was dominating firms’ compliance activity Four in five (79%)...
9 in 10 advisers see rise in IHT enquiries
Demand was coming from a mixture of new and existing clients Nine in ten (92%)...
Advisers take on 240km charity cycle in Slovenian alps
The cycling advisers. Source: Andrew Horne’s JustGiving page Two IFAs at national advice firm Continuum...
1 in 2 advisers to use Targeted Support to boost growth
Advice at Scale, NextWealth, January 2025 Half (48%) of financial advisers expect the more relaxed...
35% of advisers using smoothed funds despite concerns
NextWealth MD Heather Hopkins A new study has found that 35% of financial advisers...
FCA wants advisers to improve retirement income records
The FCA published examples of good practice and potential areas for improvement for firms providing...