IFAs confident on business outlook with focus on growing client base and AUM

Doing so by strengthening social media presence and marketing

Isabel Baxter
clock • 2 min read

IFAs have a confident business outlook with a strong focus on growing their client base and assets under management (AUM), according to research from independent advice network ValidPath.

Building on the findings of its inaugural pulse survey in February, ValidPath's latest research including 54 IFAs found that 70% were positive about their business outlook over the next 12 months, an increase of 4% since the start of the year. More than half are targeting revenue growth of 30% or more, with 41% aiming for a 50% or more increase, providing further evidence of the confidence across the sector. When asked about their growth priorities, 84% of IFAs highlighted attracting new clients, while 65% highlighted increasing AUM. To achieve these goals, ValidPath found that IFA...

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 Business

Friday Night Takeaway: Consolidators warned on debt and incentives

Friday Night Takeaway: Consolidators warned on debt and incentives

The Financial Conduct Authority (FCA) this morning shared its consolidation multi-firm review findings, identifying areas of good and potentially harmful practice.

Jen Frost
clock 31 October 2025 • 4 min read
Lord Deben: Inclusive culture not an optional 'add-on'

Lord Deben: Inclusive culture not an optional 'add-on'

Financial services cannot think of it as ‘tick-box’ exercise, former minister urges

Jen Frost
clock 30 October 2025 • 2 min read
Adviser Mark Cooper: My experience of selling to a consolidator

Adviser Mark Cooper: My experience of selling to a consolidator

'The stress and hassle of running a business has been taken off my hands'

Mark Cooper
clock 29 October 2025 • 5 min read