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Financial Adviser Research

IFA DNA 2023: Adapting to uncertainty

This year’s IFA DNA research explores how firms, and their advisers, are adapting to ongoing uncertainty. Plus, our Special Report which examines the impact of regulation and tax changes on advice firms.

Analyst Survey 2024: Ready for a reset

Fidelity’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.

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The Advice Gap 2023

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.

Protecting the Vulnerable: Navigating the evolving regulatory landscape post-pandemic

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.

NextWealth ESG Tracker Report April 2023

The 6th instalment of the Sustainable Investing Tracking Study shows that interest in sustainable investing has collapsed, with clients raising the subject with their advisers just 12% of the time.

IFA DNA 2022: Firms planning for the next phase of their growth

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.

Paraplanning in a pandemic 2021 report

We are delighted once again to be sponsoring Professional Paraplanner’s unique report into the role of the paraplanner in what has been a challenging period.

IFA DNA 2021: 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.