Benchmarking financial practices

The CISI, PIMFA and NextWealth have combined forces to publish this annual benchmark report to help financial advice professionals to compare their firm with those of their peers.

The results in the 2023 report were based on a survey of 244 financial advice professionals conducted between July and August 2023.

In this fifth collaborative annual benchmark report, we revisit key benchmarks to evaluate the health of the advice industry. Last year, we said that financial advice firms are battening down the hatches, curbing growth plans and reigning in tech spend. That trend continues but we’re also seeing some interesting changes in firms.

Read the report

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