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  • 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.

  • Richard Rowney, LV= life and pensions managing director

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

  • 7IM's Justin Urquhart Stewart

    Workers fear extra 5 years of work to pay for retirement - 7IM

  • The research was carried out on behalf of flat fee platform Interactive Investor

    4m under-40s misunderstand pension risk

  • The most common cryptocurrencies that clients who had lost money had invested in were Bitcoin (93%), Ethereum (32%) and Dogecoin (17%).

    Just 1 in 10 advisers would consider crypto investing

  • Library shot of an IFA with clients

    76% of IFAs plan to retire in the next 10 years

  • FCA's Consumer Duty regulations

    IFAs complain Consumer Duty has made it harder to advise clients

  • Robot using a laptop. Source; Shutterstock

    Just 6% of advisers are using AI

  • 87% of IFAs say new ISA rules have no impact

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  • Home
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      • About us
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  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
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