Majority of advisers offboarding more clients than usual

Advisers expect offboarding to increase in next 12 months

Sahar Nazir
clock • 1 min read

Three-quarters (72%) of financial advisers are offboarding more clients than usual, according to a NextWealth report.

More than half (54%) of advisers said the number of clients offboarded in the last 12 months had slightly increased, while 18% said it had significantly increased. Meanwhile, a quarter (27%) said they had witnessed no change, and 2% said offboarding had slightly decreased, according to Getting onboard with offboarding. Nearly half (47%) of advisers said they expected to offboard slightly more clients in the year ahead, while 11% said they expected to offboard significantly more. However, 40% said they expected there would be no changes in the next 12 months, and 2% expected offboar...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read
Dean Proctor: Hopes and fears for the new PM and cabinet

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

Dean Proctor
clock 23 July 2026 • 5 min read
Should spousal maintenance be abolished? A modern perspective

Should spousal maintenance be abolished? A modern perspective

Making the case for abolition and retention

Amy Walpole and Karen Brennan
clock 22 July 2026 • 4 min read