No enforcement action for firms who approved financial promotions
Advisers work with an average of 1.7 DFMs, down from 2.2 last year
Added more than 50,000 platform customers
Taxation is cited as a close second threat for clients, according to advisers
More than half claim to have an intergenerational business strategy
Just six holdings of a total ten hold any value
Clients not making use of tax benefits from onshore investment bonds
Advisory firm went into administration in October this year
Dynamic Planner found as risk appetite increases, ESG importance wanes
Advice firms warned of client loss if they do not explain potential risks