Financial advisers are prioritising cost over risk profiles when selecting between fund of funds and managed portfolio services, according to new research.30% of advisers focus on…
A new survey highlights financial advisers’ concerns and optimism in the face of impending wealth transfers.Financial advisers express apprehension over retaining assets during wealth transfers, particularly…
At the recent CISI Financial Planning Conference, experts discussed the role of financial advisers compared to financial coaches.The debate highlighted potential pitfalls when financial advisers take…
Recent assessments reveal an uptick in career satisfaction among financial advisers this year.The 2024 IFA DNA report by NextWealth shows 83% of advisers are satisfied with…
A significant portion of advisers anticipate an increase in ongoing advice charges over the next three years.According to Fidelity Adviser Solutions, 39% of advisers expect an…
In recent developments, there has been increased scrutiny over the current ISA system, particularly the complexities and penalties associated with Lifetime ISAs (LISAs).Some LISA holders have…
Auto-enrolment in pensions has largely succeeded in increasing participation rates among savers, yet notable challenges remain.A significant issue is the prevalence of ‘double defaulters’ who remain…
