Recognise benefits but put off by complexity and price
Regulatory demands and a client-first approach reshaping the role of advisers
Analyser update to support evidencing platform switches
Concerns raised over the role being axed too soon
Partnered with Avenir through its reg-tech Analyser software
38% have already made model switches with more likely to follow
Regulation ‘not biting the real day to day grind’
CashHub has a broad range of cash savings products
Only about a quarter of advisers have mentioned the regulation to clients
Investment performance has an impact but not most critical factor in advice