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Developing your advice business

Insights into the Adviser Barometer 2024/25: The mechanics of running advice businesses

For those at the helm of advisory practices, making critical decisions that shape the future of their businesses is an inherent part of the role. In a world marked by constant regulatory, economic and digital evolution, decision-making has become more complex. During the second of two sessions, held on 29 July 2025, exploring findings from the Adviser Barometer 2024/25 Daniel van Andel, head of Platform and Adviser Proposition, hosted chief executive of the lang cat Mark Polson for a discussion unpacking the mechanics of running an advice business in a fast-changing world. You can watch the 90-minute video below.

Note for financial advisers: To claim continuous professional development (CPD) points, where applicable, click here.

Compiled by UK-based consultancy the lang cat, the Adviser Barometer draws on survey responses from advisers supporting the Allan Gray Investment Platform, collected in late 2024. It aims to provide deeper insights into the state of South Africa’s advice industry, providing insights that are not readily available elsewhere. Click here to read the Adviser Barometer 2024/25 .

 


See more from Insights into the Adviser Barometer 2024/25:

Structuring client propositions and investment advice – hosted by Taryn Duncan, with Mark Polson from the lang cat.

To view all the Insights into the Adviser Barometer 2024/25 content click here.

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