The coronavirus pandemic has highlighted the importance of pre-funding on adviser platforms, writes Alistair Ward, who emphasises how it can help the adviser/client relationship
Months of market volatility has dented investor confidence. Many clients are concerned about lost time in the market and the prospect of further falls. Anything advisers can do to alleviate this for customers...
'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