Nearly all advisers say investment clients have become more demanding
In areas such as trust, value for money and relatability
Only 22% ensure reviews of financial plans always include both partners
They see this as a main blocker to doing their job effectively each day
Only four in ten include ESG as part of their training and compliance regime
Advised women experience significant value compared to the unadvised
Research shows 17% of advisers said they will make changes over next year
More than half believe ‘unnecessary’ complexity’ has crept into the market