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.
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.
This special report examines one of the most talked about topics in the industry today – the rise of sustainable and ESG investing.
We have been running the IFA DNA report series for several years. To see what results and insights have been published previously check our archive below.
The Adviser Pulse study assesses how adviser attitudes are changing as business & society adapts to the coronavirus pandemic. It compares views in May to those conducted before the crisis in January.
Over the last 20 years the advice industry has undergone tremendous change – structural, regulatory and technological – with advisers rising to the challenge each time.
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?
Despite high demand for advice, financial advisers were under immense strain and facing significant business challenges even before the coronavirus pandemic.
Back in July, investors' hopes were high as they were looking forward to what the summer would bring as the vaccine programme helped to bring Coronavirus under control. Fast forward to the present day and the rose-tinted glasses are seemingly off. Tom Stevenson asks if we're heading for a discontented winter, or if there's still room for hope.
Overview