The platform world has changed a lot over the last decade, writes David Simpson, but the coronavrius pandemic might be the catalyst for rapid change for adviser platforms and increased automation...
The platform market has boomed over the past 10 years. From its origins in fund accumulation, we've seen the launch of new propositions that encompass a wider range of services and specialities, while...
'Better value for money'
Inflows increased 67% in the quarter
Starting next month
Platform tools fall short
Made an offer last year
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...
Supported over Christmas