by Mariam Pourshoushtari | 06 December 2024 | UK Financial Advisers
Advisers are fed up that their technology isn’t joined up. But this problem of poor integration is gradually improving as we reveal in our latest report UK Financial Advisers: Adviser Technology. Poor systems integration is a longstanding bugbear for advisers, because...
by Mariam Pourshoushtari | 27 September 2024 | UK Financial Advisers
Advice firms look after more clients and more assets than ever before. Contrary to popular belief, adviser numbers have risen since 2016, although much too slowly to keep pace with demand. Despite economic and regulatory challenges, advice business has proved to be...
by Mariam Pourshoushtari | 14 June 2024 | UK Financial Advisers
Discretionary model portfolios run by third-party wealth managers are now the leading investment strategy among financial advisers and the default solution for many of them. Since 2020, their share of advised assets has doubled, according to Platforum’s latest...
by Mariam Pourshoushtari | 08 March 2024 | UK Financial Advisers, UK Fund Distribution
Inflation, higher interest rates, tax changes and Consumer Duty are all prompting advisers to revise their advice for clients in decumulation. Inflation has eroded retired clients’ spending power. Most advised clients can weather the challenges to their long-term...
by Mariam Pourshoushtari | 22 September 2023 | UK Financial Advisers
Strong demand for financial advice combined with a limited supply of financial advisers is an excellent recipe for buoyant income for the advice sector, even in the most turbulent years – of which 2022 was no exception. 2022 saw revenues from advice on retail...
