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Financial adviser research
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.
To 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.
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.