by Richard Bradley | 05 November 2021 | UK Adviser Platforms, UK Financial Advisers
It’s getting harder to benchmark adviser platforms on price. Platforms’ rate card pricing structures are relatively simple in isolation, but it’s nigh on impossible to compare multiple platforms directly – tiers, bands, flat fees, ad valorem fees all kick in at...
by Danby Bloch | 29 October 2021 | UK Financial Advisers
The post-budget landscape features much higher inflation and taxes – both of which will challenge investors looking for income from their pensions and other investments. Their asset managers, wealth managers and financial advisers now need to take stock and see...
by Richard Bradley | 01 October 2021 | UK Financial Advisers
Tax planning is a key feature of advisers’ propositions. It’s a major value-add for clients and helps justify advisers’ annual charging business model – as we discuss in the latest report from Platforum UK Financial Advisers: Market Overview. This looks set to...
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 Andrew Ashwood | 30 July 2021 | UK Financial Advisers
When it rains, it pours. News aplenty on Thursday morning with announcements that Raymond James is to acquire Charles Stanley and Lloyds Banking Group is swooping for Embark. On the same day, the FCA published its annual figures on the state of the advice market....
by Andrew Ashwood | 23 July 2021 | UK Financial Advisers, UK Wealth Management
DFM use is on the rise among financial advisers and platform-based managed portfolio services (MPS) have been the main beneficiaries. Recent Platforum research shows that advisers are using more DFMs now than they were two years ago, with advice firms that use...
