‘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
Advisers say it is themselves who have the greatest potential to close the gap
Less costs, more staff, and less paperwork amongst the changes
Derek Miles will become CEO of Titan Wealth's financial planning division
More than a fifth of adults would not seek advice even if it was free
Firm is to make a ‘major’ investment in adviser platform technology