Professional Adviser explores data from the CII / PFS, CISI, and LIBF

Due to macroeconomic environment and vertical integration, provider says

Number of people choosing to work in this area ‘lower than anticipated’

The ‘investment proposal generator’ aims to streamline reporting processes

Outflows reduced advised net flows to just £2.8bn, Fundscape finds

‘Most advisers are not sufficiently focused on this area’

Elevation will be placed into PlannrCRM

Repayable by October 2030 with interest rate of 12%

Nearly 50% want access to more personalised advice, Moneyhub finds

‘We want to be in a position where we can look after all our advisers’