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Written by: Nigel Green | deVere Group
2025 proved to be a remarkable year for the financial advice sector, with unprecedented growth, with many companies, including our own, reporting a substantial surge in business.
As investors put new money to work and recalibrated their strategies to remain on track with their long-term financial objectives in a shifting global economy, advisers stepped-up to provide the expert guidance they sought—resulting in growth that exceeded even our own ambitious expectations.
So, why did the financial advice sector—and deVere specifically—experience such explosive growth in 2025? Three key factors stand out:
First, shifting client priorities. With global interest rates still above targets, volatile markets, and geopolitical uncertainty, clients increasingly turned to professional advice. Financial goals became more complex, and the demand for tailored strategies surged.
Second, digital transformation. Many leading firms in the sector doubled down on fintech innovation in 2025, launching and enhancing tools that empowered clients to make informed, data-driven decisions in real time. This seamless integration of cutting-edge tech with personalized advice proved to be a winning formula.
Third, better and more products. The sector witnessed a surge in innovative products and services coming to market in 2025, meaning advisers were equipped with a broader, more sophisticated range of solutions to meet the evolving needs of their clients. This industry-wide improvement enabled advisers to deliver exceptional results and elevate the value of professional financial advice.
But what makes a financial adviser not just good, but great? As we reflect on 2025, a common thread emerged: the outstanding performance of our top advisers from across the globe.
Despite their diverse backgrounds and locations, they share five critical traits that cemented their position as the best in the business:
Top performers have an unwavering commitment to achieving the best outcomes for their clients. This relentless pursuit of excellence is what sets them apart. They’re consistent, persistent and dig deep.
In an ever-changing economic landscape, the ability to pivot and adapt is crucial. The best advisers demonstrated exceptional flexibility, enabling clients to stay ahead of the curve, no matter the challenges.
Data-driven decision-making: Armed with the latest tools and analytics from a wide variety of sources, top advisers made well-informed decisions that consistently delivered results. Numbers don’t lie, and neither do our results.
Client-centric approach: While techn has been a game-changer, it’s top advisers’ ability to connect with clients on a human level that truly makes a difference. They don’t just provide advice—they build trust.
Commitment to learning: The best advisers never stop learning. In 2025, the successful teams continually upskilled, ensuring they were always ahead of industry trends and best practices.
As we rush into 2025, one thing is clear: the demand for trusted, expert guidance has never been greater.
The future of financial advice is brimming with opportunity, as firms and advisers alike rise to meet the evolving needs of clients in an increasingly complex world.
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