Our January 2026 Confidence Barometer survey will look to deliver valuable insights into confidence levels, behavioural tendencies, and evolving perceptions of advice in the financial ecosystem.
2026 Investor Confidence Barometer
Explore key findings from the 2026 Investor Confidence Barometer - investor behaviour, adviser challenges, AI adoption and the enduring value...
A resilient yet cautious investor base
UK investors show confidence and resilience despite economic uncertainty, with advised investors leading the way. Explore trends, behaviours and retirement...
Profession under pressure
Advisers face mounting regulatory pressure, capacity challenges and tech disruption. Explore key concerns, IHT complexity and strategies shaping the advice...
The evolving platform landscape: Consolidation coming down the track and embracing AI
Platform consolidation and AI adoption are reshaping adviser workflows. Explore trends, challenges and opportunities for efficiency and long-term client support.
A new era for advice
Younger clients expect digital tools, speed and personalisation. Explore how AI, Targeted Support and hybrid advice models are reshaping the...
Other key findings
Our other key findings on wealth transfer challenges, gender diversity in financial advice, and why proactive planning is vital ahead...
