Continued client segmentation twinned with a decrease in average investable assets could result in the advice gap widening, according to Schroders research.
The investment manager's annual adviser survey showed half (51%) of the 250 respondents already segmented their clients based on size or revenue. This was up from just less than half last year. A fifth...
Bought plans in 1988 and 1989
To be added to model portfolio service
Launched 25 September