Our annual Financial Advice Business Benchmarks (FABB) study offers a comprehensive snapshot of financial advice practices in the UK, providing trends tracked since 2019.
The report offers advice professionals insights into the size of advice firms, investment proposition, fees and charges, technology infrastructure, growth, recruitment and their clients. How does your practice compare?
What kind of growth are financial advice firms creating? Advice firms still want to grow. They want more clients, more assets from existing clients and, in many cases, more staff. But this yearā€™s Financial Advice Business Benchmarks suggests growth is becoming a more complicated question.
This yearā€™s Financial Advice Business Benchmarks (FABB) report is the seventh in the series. We publish it free each year to give back to the financial advice community and share insights that help businesses navigate an ever-changing market.
NextWealth has combined forces with PIMFA to publish an update to your annual Financial Advice Business Benchmarks report. It aims to allow financial advice professionals to compare their firms with those of their peers.
NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report which allows financial planners to compare their firm with those of their peers.
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report to allow financial planners to compare their firm with those of their peers.
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmark study (2020) for financial advice businesses as they emerge from the initial Covid lockdown.
