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Adviser or planner? A clear distinction and earnings difference

There is a ‘clear distinction’ between financial advisers and planners, according to NextWealth.

Heather hopkinsNextwealth financial advice business benchmarksFinancial planning

Tough economic conditions taking toll on advice profession – NextWealth

The difficult economic environment is having a negative impact on the financial advice profession, according to the 2023 NextWealth survey

Heather hopkinsInstitute for securities investmentFinancial advice associationNextwealth financial advice business benchmarksChartered institutePersonal investment managementConsumer dutySally plantLiz field

Growing number of advice firms look to change fee structures

A growing proportion of financial advice firms are looking to make changes to their fee structure in the next twelve months, according to NextWealth.

Heather hopkinsNextwealth financial advice business benchmarksRetail distribution reviewFinancial instruments directiveFee structuresClient fees

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