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1 in 3 advisers to become platform operators

A third of large financial advice firms are likely to become platform operators in the next three years, a new report suggests.

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Adviser back regional equity funds in 2022

Regional equity funds dominated the leaderboard of the most popular funds chosen by advisers on the AJ Bell Investcentre platform in 2022.

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1 in 5 advisers to revamp investment propositions

One in five (21%) financial advisers plan to make changes to their investment propositions in 2023, according to a new report.

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1 in 5 investors dip into investments to help family

One in five (19%) investors on the AJ Bell platform plan to use money from their ISA, pension or investment account to help family members battle the rising cost of living.

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