'If it's cheap and unsuitable, it's still unsuitable'
Quilter tops gross sales and True Potential tops net sales
They see this as a main blocker to doing their job effectively each day
Advisers ‘increasingly leaning into tech’ according to a recent report
Pressure and workload are also taking a toll on advice business owners
Record outflows plague advised platforms in 2023
Where are the areas where we need to give due diligence a good hard stare?
‘Demonstrating value is the thing that most businesses are struggling with’
Whereas clients place more emphasis on positive investment performance
Small advice firms may not get ‘outcome they desire’