Some 41% of adviser firms said they felt positive about the coming 12 months, according to a survey from SimplyBiz, while just 13% said they had concerns about the future.
The support services provider surveyed more than 200 adviser firms, of which 58% conducted protection and/or health insurance business, during January. It said 46% gave a cautious response on their outlook but had more optimism for the second half of the year. Other key findings from the survey were that market volatility and the effects of inflation were the most common topics of conversation with clients, followed by the cost of living crisis and interest rates. It added that 40% of respondents reported growth in client numbers over the past year. Its 2022 survey found 75% had re...
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