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...
by Mariam Pourshoushtari | 20 September 2019 | UK Financial Advisers
Advisers are increasingly making use of third-party risk profiling tools, with over 70% of adviser firms now telling us at Platforum that they use them. But how they use these planning tools varies greatly from firm to firm, as we found in Harrogate at our most recent...