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We've created this hub to help you navigate the latest industry changes, developments and issues. You’ll find our latest articles and research, as well as links to our other technical hubs to further develop your knowledge and support your conversations with clients.
 
 
   
 
 
 
 
 
 
 

Ronnie Taylor, Chief Distribution Officer, speaks to CISI's Chris Morris about the fundamental issues that will impact on the future of financial advice.

 
 
 
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Help reassure nervous clients and reduce their exposure to volatile markets.

 
 
 
 
 
 
 
 
To find out firsthand what the barriers to taking financial advice are, we asked over 2,000 consumers what they thought about financial advice. The results are extremely encouraging showing how much of a difference advice makes to people’s lives. Three quarters (73%) of people with a financial adviser have clear financial and personal goals and know what they’re saving for, compared to just 39% of those who have never used an adviser.  These findings will be of use to dispel any preconceptions about advice and encourage potential clients to seek your expertise.
 
 
 
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We surveyed over 250 financial advisers to understand how they and their clients are using platform investments.

 
 
 
 
 
 
 
 
Listen to Nick Dixon, Investment Director, and Richard Whitehall, Head of Portfolio Management, chat about Brexit, their current asset class views, and what it all means for investors. 
 
 
 
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Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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