People find advisers through family or work
- Tuesday, 02 July 2024
- Articles
![IFA and clients](/media/k2/items/cache/5ca1044b3ad9812a57dc5b5953b537b6_Generic.jpg)
More people find their Financial Planner, wealth manager or IFA through a family recommendation or work rather than a friend, according to new research.
Read more...IFAs complain Consumer Duty has made it harder to advise clients
- Friday, 23 February 2024
- Articles
![FCA's Consumer Duty regulations](/media/k2/items/cache/82477c4add3bfee305d0c85e0188e949_Generic.jpg)
Six months after it was implemented, over two fifths (45%) of IFAs believe the Consumer Duty has made it harder to advise clients.
Read more...76% of IFAs plan to retire in the next 10 years
- Monday, 22 May 2023
- Articles
![Library shot of an IFA with clients](/media/k2/items/cache/5c209471c172dbd7ee2bded2e0721721_Generic.jpg)
Three quarters of IFAs plan to retire in the next decade - 31% in the next two to five years - raising concerns there could be insufficient adviser numbers in the future.
Read more...Surge in IFAs ranking ESG as ‘important’ for clients
- Wednesday, 13 October 2021
- Articles
![More IFAs say clients are embracing ESG investing](/media/k2/items/cache/02d5406e39840618d5eca39fed58df2d_Generic.jpg)
More than 80% of IFAs rank ESG considerations as important for client portfolios compared to 65% this time last year, according to a new study.
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