FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Record high in Q1 2021
Covid-19 brings new customers
‘Can’t list fund on a platform unless it’s daily dealing’
OEICs, trusts and ETFs
Exclusive customer element
AUM of £13bn
From 70 holdings to 30
Part of global push
First non-insurer platform
Concerns of conflicts of interest