More than half say financial advice helps them decide ‘the best course of action’
Advice firms enabled to ‘quickly and accurately’ provide information
Three in four Millennials use apps or websites to manage their finances
Those who would not use an adviser want free advice online
More than 100 advisers have already adopted the new co-branding
‘No free lunch’ in carving out predictability in portfolios
Mixed macro environment is still leaving room for a recession
Reasonably foreseeable harm and battling behavioural biases
More than 95% of advice firms with one adviser are making a profit
‘There is a small decline in advice firms, but not as quick as you expect’