Fiona Tait shares what she wishes she had known before becoming an adviser
The majority (83%) do not see the benefit of seeing an adviser
Rates continue to remain ‘well above’ historic low levels
Majority of respondents have not changed their endgame plan outlook
Both Novia and Wealthtime are now under one single group brand
‘It is the perfect balance of being client facing and giving services that matter’
ESG availability and suitability drop as key features of a ‘good MPS provider’
Worst net platform flows on Fundscape records
KBFS Financial is now prevented from carrying out regulated activity
Non-investors would be encouraged to invest if they had personalised advice