Fidelity Adviser Solutions: IFA DNA

NextWealth and Fidelity Adviser Solutions have worked together over a number of years to track shifts in the adviser market, sharing the findings in an annual report under the ‘IFA DNA: Practitioner insights for advisory businesses’ banner.

Over the course of the past 3 years the research has focused on the business operating model, infrastructure within financial advice firms, and client trends and engagement. It has also touched on more specialised areas such as ESG investing, financial well-being, the impact of Covid-19 and intergenerational wealth transfer.

The research series aims to benchmark trends in the current market whilst also looking ahead to future trends that will influence financial planning over the coming years.

You can view the research report here.

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