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Only 5% of respondents reported seeing a financial adviser regularly

Training those from diverse backgrounds and Gen Z

Female financial advisers make up just 16% of the total market

Three-quarters of advisers will be retiring in the next decade

Gross inflows onto the platform rose by 20% compared to the year before

The firm has partnered with an online clinic to offer free menopause support

New business will no longer include an early withdrawal charge structure

Paraplanning and administration packages available for advice firms

Charges to be split into component parts: advice, fund, and product

Accountants and advisers able to collaborate through online platform