IFA DNA is our annual examination of the opportunities and challenges facing advice firms today. It explores their plans for the future, the pressures affecting the sector and how advisers are responding to industry-wide themes. Download the latest report to find out practitioners’ views on their firms’ prospects for growth, what impact AI may have on their businesses and what they’d like to see from the Labour government.
Download your reportTo mark the 5-year anniversary of IFA DNA, we brought together key clients, with journalists from trade publications to discuss some of the research’s key themes, including the future of advice, the advice gap, attracting younger clients and the value of advice. Watch our video highlights.
This latest report from the lang cat shows that the advice gap is increasing – only 9% of respondents have paid for advice in the last two years versus 11% in 2023. The report details the key factors behind this increase and considers where responsibility sits to help reduce the widening gap.
Download your copyFidelity’s 2024 Analyst Survey suggests that market conditions are settling, and companies are looking at better times ahead. Find out where our global team of analysts expect to find opportunities.
Download reportOur 2023 report explores how firms, and their advisers, are adapting to ongoing uncertainty in the market.
Our IFA DNA 2023 special report looks at the impact of regulation and tax changes on the advice sector.
This report from the lang cat is an in-depth study into the drivers behind people taking advice and the barriers that prevent the majority of the population from doing so.
AKG explore key issues relating to vulnerable customers and financial wellbeing. The paper appraises advisers' understanding and readiness for the vulnerable customers framework introduced by the FCA.
IFA DNA considers what it really means to be an adviser today. Providing insights on the mood of the industry, it explores how firms are reacting to the opportunities and challenges they face.
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.
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