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...
by Andrew Ashwood | 16 July 2021 | UK Financial Advisers, UK Wealth Management
Managed portfolio services (MPS) on adviser platforms are one of the fastest growing segments of the market. Some of the strongest growth for wealth managers has come from MPS distributed through financial advisers. In 2020, platform MPS grew much faster than adviser...
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...
