NOW AVAILABLE
The Landscape Report September 2025
Understand the market. Update your strategy. Improve your results.
The advice market is always moving. Are you keeping up?
The financial services industry is constantly evolving. Firms open, merge, or close. Individuals move roles, change permissions, or leave the industry altogether.
This report gives you a clear view of what’s happening now:
- The current size and shape of the market
- A model for categorising Registered Individuals based on real-world activity
- The thousands of combinations that make up the advice landscape
- What’s changed — and what it means for your go-to-market strategy
Why it matters:
If your data isn’t current, your targeting isn’t either. That’s a risk to your performance. And an opportunity for improvement.
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