‘Safe to say the platform has likely found its forever home, so Phil and Kirsty will be delighted’
Considerations include representation, showing not telling, and small business support
Lang Cat research finds advice gap steady with just 9% paying for advice
'It's continuing to garner a good reputation in terms of its UX'
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