Yasmina Siadatan

Partnership intended to improve client data transfer for financial advisers

‘Firms must offer compelling reasons for advisers to stay’

'The number of female advisers remains stubbornly low'

Advice is in high demand with firms seeing increase in new client enquiries

Despite this, advice firms are confident Consumer Duty has been met

Harness the power of technology to maximise client engagement

Advice firms enabled to ‘quickly and accurately’ provide information

Core Assertive, Core Balanced and Core Cautious funds

Findings follow a difficult few years marred by economic upset

New research follows on from two years of pandemic work patterns