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Owen James sets new mark for IFA survey

Owen James has launched its third IFA performance benchmark, an annual survey identifying the key value drivers of adviser business models.

Last year, over 100 IFAs representing a cross-section of different business models took part in the survey and the firm is looking to beat the number this year, arguing that the need to understand the impact of the economic environment on businesses has never been greater.

The annual survey, which is sponsored by Invesco Perpetual, is open for three weeks and will make its findings available to participants on May 19.

Joint managing director James Goad says: “The objective of the benchmark is to highlight standards in efficiency and profitability and begin to understand what drives true value in IFA businesses.

“Given the diversity of IFA business models in the market, participants will once again have an opportunity to use the online business planning tool which will enable them to make peer group comparisons and appreciate the effect that the different scenarios will have on their profit and loss levels.”

Philip J Milton & Company managing director Philip Milton says: “The objective at the moment is survival. It is a case of going back to the basics with care, attention and service, with the hope that you will have enough money to see yourself through.”


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