Alistair Ward: Has pre-funding ever been more important?
'Reduce stress levels all round'
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...
More on Wrap/platforms
Nucleus takes institutional approach with low-cost MPS launch
'Better value for money'
AJ Bell platform AUA top £55bn in last quarter
Inflows increased 67% in the quarter
Quilter sets date for final OMW platform migration
Starting next month
Ray Tubman: Using enhanced tech to keep CGT under control
Platform tools fall short
Transact has no intention of making another offer to buy Nucleus
Made an offer last year
More news
Partner Insight: How can advisers bridge the retirement generation gap?
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.
UK borrows £34bn in December as public sector debt set to increase through 2021
Third highest monthly figure since 1993
Advisers to be levied £240m again as FSCS announces £1bn overall levy
'Cannot normalise this level of loss'
Daniel Baade: The rise of debt financing in IFA M&A
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...
Quilter supports 285 young carers in the UK by raising £10,600
Supported over Christmas
