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Showing 1 - 3 of 3 results for "Adviser Business Model Report"

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... and 10,476 are non-aligned. The research follows the release of Investment Trends' recent 2023 Adviser Business Model Report, which found that while the number of advisers has decreased, those who are left are servicing larger client books on ave ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
... financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing larger client books. According ...

Increasing number of advisers look to self-licence

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
... leave their licensee are planning to go it alone, research shows. According to Investment Trends' Adviser Business Model Report, about 70% of those looking to move in the next 12 months plan to become self-licensed. That said, Investment Trends said ...
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