IFA DNA: Practitioner insights for advisory businesses

Our programme of IFA DNA research explores what it really means to be an adviser today. Based on interviews with advisers at firms of different sizes and operating models, the reports examine the forces currently driving change within the advice industry. These forward-looking studies provide insights on how firms are adapting to regulatory and technological advances, for example, as well as how advisers are engaging with clients and positioning their businesses to take advantage of consumer trends.

Latest reports

Beyond the pandemic: the advice industry looking forward – April 2021

Following on from research initially conducted pre-pandemic and at the height of the first lockdown, this study begins by examining how advisers’ views have changed from those expressed last year. The report quickly moves on to consider how firms are planning for the post-pandemic period. The results provide great grounds for optimism as the sector looks to move forward from a period that has been extremely challenging for us all.

20 min read

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Sustainable investing and the advice sector – April 2021

This special report examines one of the most talked about topics in the industry today – the rise of sustainable and ESG investing. It explores client demand and preferences and the long-term impact these will have on portfolios. The study also assesses how the advice process is evolving to take account of the ethical concerns of clients. The results indicate that sustainable investing is no short-lived fad and is here to stay.

10 min read

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Previous reports

How the advice sector is adapting to the coronavirus crisis – June 2020

The Adviser Pulse study assesses how adviser attitudes are changing as business and society adapts to the coronavirus pandemic. It compares views in May to those conducted before the crisis in January 2020. .

Read the highlights at a glance - 2 min read

Or read the full report below - 15 min read

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The changing picture of financial advice – June 2020

Over the last 20 years the advice industry has undergone tremendous change – structural, regulatory and technological – with advisers rising to the challenge each time. This report marks the first in a series of insights into what it means to be an IFA today.

25 min read

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Skills of the modern financial adviser – June 2020

Based on quantitative and qualitative practitioner research, this report examines the skills required for today’s successful advisers. How have they changed over the years and what new skills might practitioners need to develop in the future?

12 min read

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Business challenges facing financial advisers