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Financial Adviser Research

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IFA DNA 2024: Embracing change with confidence

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.

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The Advice Gap 2024

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.

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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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IFA DNA 2023: Adapting to uncertainty

Our 2023 report explores how firms, and their advisers, are adapting to ongoing uncertainty in the market.

The impact of regulation and tax changes on advice firms

Our IFA DNA 2023 special report looks at the impact of regulation and tax changes on the advice sector.

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.

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.

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.