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Regulation was 2023’s number one headache for advice firms but nine in ten are confident that Consumer Duty outcomes have been met, according to Dynamic Planner.
Advisers would overwhelmingly recommend careers in the financial advice profession to others, research by Dynamic Planner has revealed.
Advice firms continue to identify significant barriers to serving lower-value clients, Dynamic Planner has found.
Louis Williams crunches Dynamic Planner data on attitudes to sustainable investing with interesting results...
Good morning and welcome to your Morning Briefing for Wednesday 29 November 2023. To get this in your inbox every morning click here. Driving sustainable outcomes A group of advisory industry firms have come together to form AdviserAction, a first-of-its-kind membership organisation, facilitated by CCLA, which