Are IFAs missing out on business?

survey

clock

Results of the latest Incisive Buzz survey

The latest research from Incisive Buzz asks whether advisers think IFAs could be missing out on untapped business? Those who stated yes commented: • Depends what you mean by 'untapped' but the industry as a whole has made many investors very nervous of getting investment advice. • Selling "product" rather than providing holistic advice always seems to limit what the client is prepared to give you. • Too much investment is being put into restricted homes. • If they get rid of their polyester suits and zip up shoes and stop thinking that telling clients they are CertPFS is anything like...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Trustpilot