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Financial Advice

  • A cityscape at dusk with a vibrant orange, pink, and blue sky over numerous buildings, including a prominent skyscraper with an 'OPTIV' logo.
    Alpha 2023 financial advice survey

    Alpha 2023 financial advice survey

    We are delighted to present the findings from our 2023 survey of UK Financial Advisers. In a year marked by…

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    The soon-to-be lost investor generation

    The soon-to-be lost investor generation

    Intergenerational wealth is expected to transfer £5.5tn of assets over a 30 year period to Gen Y and Gen Z…

  • A human hand and a robotic hand touch a glowing circular digital interface, set against a blurred blue background with bokeh lights.
    Financial advice nirvana – Part 3: Technology

    Financial advice nirvana – Part 3: Technology

    In the final article of our three-part series on financial advice, we discuss something at the top of most agendas…

  • A woman in glasses and a blazer interacts with multiple glowing blue holographic data displays and graphs in a futuristic setting.
    Hybrid advice: Productivity

    Hybrid advice: Productivity

    The growing pressure on advice firms to consider how best to use digital within their operating models is not new.…

  • Close-up of a person wearing glasses, looking at a digital interface with data visualizations reflected in their lenses and overlaid on their face.
    Hybrid advice: Operating Model

    Hybrid advice: Operating Model

    The growing pressure on advice firms to consider how best to use digital within their operating models is not new.…