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Research

Bespoke investment services drive adviser profitability and client growth

Your Business

Bespoke investment services drive adviser profitability and client growth

Rathbones study finds

clock 16 May 2025 • 2 min read
UK workers regret not learning about pensions sooner

Pensions

UK workers regret not learning about pensions sooner

Over half admit to feeling out of their depth, research finds

clock 08 April 2025 • 2 min read
Advisers take 'marmite' approach to smoothed funds

Investment

Advisers take 'marmite' approach to smoothed funds

Recognise benefits but put off by complexity and price

clock 20 March 2025 • 4 min read
Women put children first when thinking about wealth planning

Your profession

Women put children first when thinking about wealth planning

In contrast to men who are more likely to prioritise their spouse

clock 05 February 2025 • 2 min read
Number of clients who say advice is value for money up 10% in two years

Your profession

Number of clients who say advice is value for money up 10% in two years

Accessibility and cashflow modelling outlined as measures of value

clock 08 January 2025 • 2 min read
Half of advisers worry a platform could fail in next three years

Platforms

Half of advisers worry a platform could fail in next three years

Seek for reassurance about the platform market

clock 06 December 2024 • 2 min read
MPS assets grow by a third in 12 months as costs halve

DFM & Model Portfolios

MPS assets grow by a third in 12 months as costs halve

‘The MPS sector is thriving but crowded’

clock 03 December 2024 • 3 min read
Advisers call for new products to tackle retirement planning challenges

Retirement

Advisers call for new products to tackle retirement planning challenges

Retirement products ‘don’t meet modern needs’

clock 25 November 2024 • 3 min read
Advisers expect regulation to limit time taken on giving advice

Your profession

Advisers expect regulation to limit time taken on giving advice

Industry expects it will constrain their ability to meet demand

clock 22 November 2024 • 2 min read
Vulnerability taboos deterring clients from seeking additional adviser support

Your profession

Vulnerability taboos deterring clients from seeking additional adviser support

Industry needs to ‘reshape the dialogue’ around vulnerable clients

clock 14 November 2024 • 3 min read
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