Morningstar Wealth

CGT optimisation, cash management, reporting noise cited as issues

‘Providers have a responsibility to better support advice firms’

Experts tell Professional Adviser where they see long-term value in AI

'A platform is like a football referee. If I don’t notice it, it’s done a good job'

‘Perception gap’ a major barrier to new talent

'Platforms have been firmly in the middle of this proliferation'

'There's a pressing need for fresh infusions of young talent into the advice sector'

'Platforms are there to serve investors'

Clients can be vulnerable in many ways

Segmentation, tech integration, and adviser empowerment are ‘critical’