Deputy Editor's View: A buoyant and confident advice industry

The deputy editor's Friday Night Takeaway from 16 December

Jenna Brown
clock • 1 min read

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...

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 Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read