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SimplyBiz adviser survey shows growth in client numbers and overall positive outlook

INSIGHT

18 JAN, 2024

The results of our member survey have been published today, showing overall positivity amongst the adviser community, with a focus on client-bank growth, and customer service. 

Read the story in full, including commentary from SimplyBiz Marketing Director, Richard Ardron, in today's Money Marketing, here https://www.moneymarketing.co.uk/news/growth-top-priority-as-nearly-half-of-advisers-increased-client-bases-last-year/


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Featured

Tom Hegarty: “AI can support personalisation, but it cannot replace human judgment in delivering it. The future is hybrid, not automated.”

Tom Hegarty: “If we want a thriving advice market that serves consumers, advice businesses, and society as a whole, the funding model needs to be fairer, more transparent, more targeted, and future fit.”

Tom Hegarty: “Consolidation reduces the total number of advisory firms, and, as a result, risks chipping away at diversity, competition, and consumer choice.”

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