Reader Survey

Planners report rise in average client portfolio size

Financial Planning firms are reporting year on year growth in average client portfolio size and their firm's AUM, according to Financial Planning Today's annual survey of the profession.
Exclusive: Consumer Duty 'reducing' access to advice

Nearly three in 10 Financial Planners (28%) surveyed in an exclusive poll for Financial Planning Today say they have cut the number of clients they serve as a result of the Consumer Duty.
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Planner confidence hit as cost of living crisis bites
Planners diversify to offer wider services - survey
Economic headwinds buffet Planner confidence
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