Pa Asks News Today

The majority (63%) of advisers say most of their client meetings are held in person.

The majority of industry professionals would be open to communicating with their clients via WhatsApp, according to a recent PA Asks poll.

The financial advice industry is most concerned for Millennials (1981-1996) when it comes to seeing them achieve a good level of wealth for retirement, according to industry respondents to a Professional Adviser poll.

The majority (59%) of advisers have a segmented client base, the latest PA Asks survey shows.

Regulatory pressures are affecting the majority of industry professionals’ stress levels at work, according to this week’s PA Asks survey.

Over half (59%) of advice firms say they have detailed plans in place for how to handle very serious situations such as internal financial crime and fraud.

Close to four-in-five (79%) advisers are currently using model portfolio portfolios services (MPS) for their clients, Professional Adviser research finds.

Servicing clients whose spouse or partner has a different adviser makes the planning process more difficult, advisers agree.

Sophisticated technology that could speed up the planning process is at the top of advisers’ wish lists for if their firm was to receive a sizeable financial grant.

Inheritance tax (IHT), ISAs and income tax have come out top in our poll of what advisers are hoping to see at the forefront of the Spring Budget on 6 March.