Advice firms find themselves in “excellent health” and are very well positioned despite the challenges of the last few years.
That was the verdict from Dynamic Planner's 2022 spotlight report, as covered by PA editor Hope William-Smith this week. And what a great thing it is to read amongst the swathes of gloom out there across, seemingly, all types of news. A good news headline can be few and far between at present but this one stood out. The annual research found that this year the number of clients serviced by each adviser had grown steeply compared to 2021 figures. Advice firms, it said, were also feeling confident for the future heading into the new year, with more than half (57%) signalling they expect...
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