Adviser CIPs ripe for disruption - the lang cat

The free-to-download paper, which was commissioned by back office provider Intelliflo and surveyed the views of 110 financial advisers, found two thirds of advisers were generally looking to develop their CIPs - whether through deeper technology integration or using different technology for different client types. In terms of overall disruption to CIPs in the market, the lang cat expected such change to most likely come from the investment solution and platforms, rather than advisers themselves, as per the below diagram. Although the lang cat believes adviser pricing disruption is less ...