Few advisers have lost clients as a result of changes to how they are paid, according to a survey suggesting a happier intermediary sector than this time a year ago.
Less than 10% of advisers said they had lost clients in the process of transitioning to a fee-based remuneration model, which equated to less than 15% of their client base, according to the results of...
'Better value for money'
Inflows increased 67% in the quarter
Starting next month
Platform tools fall short
Made an offer last year
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams