Earlier this year Dunstan Thomas ran two parallel surveys based on the impact of wrap services. The first focused on providers and administrator firms and the second on financial adviser community. Chris Read, summarises the key findings.
More than a third (37%) of the retirement planning-focused adviser community think wrap platforms will have the most significant impact on the pensions market this year, ahead of innovation in SIPP products...
Focus on technology
Asset managers and platforms don't always see eye-to-eye
Powerful and transformative forces
Corporate Chartered status
Seneca Global Income & Growth Trust first to be included
Equivalent of £980,000 a day
'It is human nature'