Discretionary wealth firm Mountstone Partners has joined the platform
Important differences from previous regime
PA talks to industry experts on the future of adviser-owned platforms
The value of SSASs after general levy consultation outcome
The adviser platform expects clients to save £5m with this move in 2024
Platform wants independent long-term savings commission
Greater collaboration needed to effect positive change
Second annual cut with £10m in savings expected by 2024
‘Whilst it is important, confidence on its own isn’t enough’
'A bit of soul searching and putting theory into practice'