Related topic: Advice

Terry Blackburn, founder of The Wealthy Advisers Club, explores how advisers can build high-performing, sustainable books of business.

Only 19% of UK adults across the UK use financial advice to manage all or some of their investments.

Basic advice has the potential to address one quarter of the UK financial services advice gap, a new white paper suggests.

Firms report a year-on-year rise of 116% in clients on-boarded, with technology saving over a month of work annually.

The regulator says ‘older people may not know about the full range of options available to them as they approach retirement’.

Consumers welcome targeted support’s potential to provide more relevant help with retirement income decisions.

Nearly two thirds of advisers say referrals are a key source of new business.

60% of financial services employees identify insufficient sleep as a frequent problem.

The report shows an increase in the positive sentiment clients have on their experience with their adviser.

The regulator will explore whether targeted support and simplified advice could better support pension savers.