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...
by Mariam Pourshoushtari | 23 June 2023 | UK Financial Advisers, UK Fund Distribution
Advisers continue place more of their business with discretionary investment solutions. This trend has followed the gradual decline in individual advisers selecting funds for their clients – especially single-strategy funds, according to our latest research UK...
by Mariam Pourshoushtari | 03 December 2021 | UK Financial Advisers
What tech set-up would financial advisers ideally want if they could start again with a clean slate and no legacy systems? That was the hypothetical question we asked for Platforum’s latest report, UK Financial Advisers: Planning Tools and Systems. We gave them four...
by Mariam Pourshoushtari | 17 September 2021 | UK Financial Advisers
The advice market has suffered from capacity constraints in recent years, with an apparent excess of demand over supply. Adviser numbers have been growing steadily, but the pandemic has stalled progress and recruitment continues to be a challenge for advice firms of...
by Mariam Pourshoushtari | 11 June 2021 | UK Financial Advisers
The use of third-party risk profiling tools continues to be widespread, with nearly 80% of financial advisers telling us at that they use a risk profiling tool from a third-party provider. But many advisers seem to be reducing their reliance on these tools to build...
