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  • Trump tariffs will deter clients from investing say IFAs

    The vast majority of financial advisers (78%) believe that US President Trump’s sweeping tariffs will cut clients’ appetite to invest.

  • 19% of IFAs expect clients to move to cash

    One in five (19%) independent financial advisers (IFAs) expect an increase in their clients moving money from investments to cash savings due to increased market volatility.

  • 6 in 10 advisers say higher ISA limit would boost investment

    More than half of the UK’s financial advisers believe that increasing the ISA allowance above its current £20,000 limit would significantly boost investment in stocks and shares ISAs.

  • Advisers wary of compliance and tax changes

    Nearly three-quarters of independent financial advisers (72%) see the burden of compliance and regulatory change as their primary concerns.

  • M&A activity in IFA sector gathers pace

    The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.

  • Few advisers planning to use AI

    The majority of independent financial advisers say they have no plans to add artificial intelligence (AI) to their client services in the next year, despite seeing the technology as an opportunity.

  • 4 in 5 financial advisers unhappy with Budget

    Eight in 10 financial advisers (79%) are unhappy with the measured announced in the Budget, according to a survey.

  • More than 1 in 2 IFAs question Labour competency

     

    More than 1 in 2 IFAs (53%) question the economic competency of the Labour Government, a new poll has found.

  • 1 in 3 retirees report worsening health within 5 years of retirement

    Richard Rowney, LV= life and pensions managing director
  • Workers fear extra 5 years of work to pay for retirement - 7IM

    7IM's Justin Urquhart Stewart
  • 4m under-40s misunderstand pension risk

    The research was carried out on behalf of flat fee platform Interactive Investor
  • Just 1 in 10 advisers would consider crypto investing

    The most common cryptocurrencies that clients who had lost money had invested in were Bitcoin (93%), Ethereum (32%) and Dogecoin (17%).
  • 76% of IFAs plan to retire in the next 10 years

    Library shot of an IFA with clients
  • IFAs complain Consumer Duty has made it harder to advise clients

    FCA's Consumer Duty regulations
  • Just 6% of advisers are using AI

    Robot using a laptop. Source; Shutterstock
  • 87% of IFAs say new ISA rules have no impact

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