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Special editions

Closing the Advice Participation Gap

Closing the Advice Participation Gap explores why some people fully engage with financial advice while others remain on the sidelines. Drawing on insights from consumers and advisers, the report uncovers a major opportunity for firms to create more inclusive, engaging and life-centred advice experiences.
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Image of three people seated around a table during a financial planning or advisory discussion.

Closing the advice participation gap
17 September 2026

What started as a study into women and wealth uncovered a much bigger challenge facing the advice industry.

Three people meet in a bright indoor setting, discussing paperwork spread across a table. An open laptop is visible in the foreground as the group reviews documents together.

Designing advice that works for everyone
17 September 2026

Discover how closing the advice participation gap can help more clients engage meaningfully and unlock stronger outcomes for families and...

Woman in a red shirt engaged in a serious conversation with a bearded man, holding a tablet in a bright indoor setting

Getting into advice
17 September 2026

Many people know they need advice but never get started. Discover what's holding them back.

Two women smiling and chatting while holding coffee cups in a small cafe setting.

Participating in advice
17 September 2026

Being a client doesn't always mean being involved. Explore the different ways people participate in advice.

Happy family sitting on a couch, with a child and father touching the mother's pregnant belly, sharing a loving moment.

Advice through life
17 September 2026

Life rarely follows a straight path. Discover how advice can support clients through life's biggest moments.

A meeting between a financial or professional adviser and a family in a home or office setting. The adviser is engaged in conversation with two adults and a child, highlighting discussions around family planning, finances, or future decision-making.

The participation-first advice firm
17 September 2026

What does a participation-first advice business look like? Explore the opportunity for firms ready to evolve.