Greater integration and the effective use of client data will see platforms become advisers’ primary connection to a vast ecosystem of innovation, says Jenny Davidson, as she explores how the sector and its relationship with advisers could develop over the coming years...
New technology is already accelerating the digital evolution of the financial services industry. Traditionally, platform providers have worked with their partners to offer new products and services...
'Better value for money'
Inflows increased 67% in the quarter
Starting next month
Platform tools fall short
Made an offer last year
Netwealth on hunt for IFAs
From new attitudes to life, to how they approach investing, the wealth outlook is different for baby boomers, millennials and generation Z. Professional Adviser investigates how this may impact their retirement.
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...