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News

Majority of clients see benefits to the advice they receive

Your profession

Majority of clients see benefits to the advice they receive

More than half say financial advice helps them decide ‘the best course of action’

clock 06 October 2023 • 1 min read
Dynamic Planner boosts client report efficiency with latest integration

Your profession

Dynamic Planner boosts client report efficiency with latest integration

Advice firms enabled to ‘quickly and accurately’ provide information

clock 05 October 2023 • 1 min read
Majority of Millennials expect financial advisers to offer digital platforms

Your profession

Majority of Millennials expect financial advisers to offer digital platforms

Three in four Millennials use apps or websites to manage their finances

clock 05 October 2023 • 1 min read
One in five 18-34-year-olds would use YouTube for financial advice

Your profession

One in five 18-34-year-olds would use YouTube for financial advice

Those who would not use an adviser want free advice online

clock 05 October 2023 • 1 min read
Advisers now able to co-brand through Quilter platform

Wrap/platforms

Advisers now able to co-brand through Quilter platform

More than 100 advisers have already adopted the new co-branding 

clock 05 October 2023 • 1 min read
PA360 North: Why advisers should consider defined return funds

Investment

PA360 North: Why advisers should consider defined return funds

‘No free lunch’ in carving out predictability in portfolios

clock 05 October 2023 • 3 min read
PA360 North: Equally strong case for advisers to be bearish and bullish

Investment

PA360 North: Equally strong case for advisers to be bearish and bullish

Mixed macro environment is still leaving room for a recession

clock 05 October 2023 • 1 min read
PA360 North: Advisers 'doing an excellent job' against client cautions

Your profession

PA360 North: Advisers 'doing an excellent job' against client cautions

Reasonably foreseeable harm and battling behavioural biases

clock 05 October 2023 • 1 min read
PA360 North: Smaller advice firms outshine as the most profitable

Your Business

PA360 North: Smaller advice firms outshine as the most profitable

More than 95% of advice firms with one adviser are making a profit

clock 05 October 2023 • 1 min read
PA360 North: Advice firm decline slow despite consolidation

Your profession

PA360 North: Advice firm decline slow despite consolidation

‘There is a small decline in advice firms, but not as quick as you expect’

clock 05 October 2023 • 1 min read
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