Professional Adviser explores data from the CII / PFS, CISI, and LIBF
Due to macroeconomic environment and vertical integration, provider says
'Advisers should provide subscription-based self-service tools and educational resources'
Number of people choosing to work in this area ‘lower than anticipated’
Firms and senior managers to be held accountable for failings
The ‘investment proposal generator’ aims to streamline reporting processes
Consolidator launches southern hub in Farnborough
Outflows reduced advised net flows to just £2.8bn, Fundscape finds
Annuity sales reach £3.6bn in H1 2024, ABI figures show