IFAs outline short-term concerns

The research comes from a survey by Winterthur, which the provider conducted during its 'A Wealth of High Net Worth Expertise' road show in May. David Thompson, Winterthur managing director, says the research highlights the “view that successful provider platforms are going to be increasingly about propositions that understand client requirements and work in partnership with IFAs to produce innovative solutions.” The research also highlights the rise of the ‘new wealthy’. Half of the road show attendees said such clients are increasing and now make up to a third of their customer base...