Practitioner insights on managing an advice business

The advice sector has always faced challenges, such as regulatory change, shifting demographics and pressures on costs. Now the coronavirus pandemic has thrown up fresh issues for firms to deal with.

We want to understand the challenges firms face – so that we can better support advisers and their businesses – and have commissioned a number of reports on specific aspects of running an advice firm. Our latest adviser studies are entitled ‘IFA DNA’ and we are delighted to share our findings.

How the advice sector is adapting to the coronavirus crisis

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. The results reinforce how resilient and adaptable today’s financial advisers are.

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

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

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