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Financial Adviser Research

Read our collection of the latest financial adviser research and reports to get up-to-date insights on the changes within the financial advice industry.

IFA DNA: Practitioner insights for advisory businesses

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.

Latest reports

Beyond the pandemic: the advice industry looking forward – April 2021

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.

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.

NextWealth ESG Tracker Report 2021

Find out the latest adviser trends on sustainable investing: how the views of investors are changing and why platforms and financial advisers all need to adapt to this growing theme.

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.