Financial adviser research

We're excited to share the latest insights from IFA DNA, our annual examination of the evolving landscape for advice firms. This year’s findings are clear: advisers are seeking more client interaction and less administrative burden. Our report delves into how AI adoption is helping firms tackle this challenge. 

Our research shows that the majority of an adviser's day is typically spent preparing and writing up reports and plans, conducting research and ensuring regulatory and compliance tasks have been completed.

So, what does an adviser’s ideal workday look like? Here you’ll discover four unique adviser profiles, each with distinct motivations and tasks, offering a fresh perspective on role design and career paths.

In partnership with AKG and Standard Life we’re pleased to make our latest industry research paper available. This new report explores how increased flexibility in the last 10 years has reshaped retirement income planning, what’s working, and what still needs to change to support better outcomes for consumers and advisers alike. Based on fresh research with both consumers and advisers, the paper highlights:

• Mixed levels of understanding and preparedness
• Widening advice and guidance gaps
• Opportunities for innovation in product and platform support
• The evolving role of financial advice in decumulation planning