Mastering client servicing and offboarding: Insights for building smarter pathways

Number of financial advisers in the UK

There were 286 fewer financial advisers advising on retail investment products in the year to December 2023. The number of firms fell 8.1% in the year. These numbers are based on the latest data from the FCA on the retail intermediary market.

Financial advice and farming have more in common than you might think

MPS growing but costs falling, finds new NextWealth report

MPS is growing faster than the platform market and costs for clients are falling. These are two key findings of NextWealth’s latest MPS Proposition Comparison Report, designed to provide insights and trends into how the advice profession is managing client investments.

Financial advice businesses are weathering the storm

The Financial Advice Business Benchmarks (FABB) report highlights significant trends and challenges in the financial advice industry.

The E, the S or the G?