State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.
Clients, advisers and providers are all facing their own fragmentary forces. It’s how we navigate this together that will determine the longer-term outcomes clients enjoy and it’s this that we explore in this publication.
In this paper we take a lang cat-style look at Centralised Investment Propositions. With our recent research showing over 80% of firms now have a CIP of one form or another.
In this report, developed in conjunction with Origo, we ask whether we are as connected as we think we are.