Problems for platforms
Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".
Advisory firm Saunderson House is planning to launch a discretionary service later this year in a bid to broaden its investment offering.
Assets under administration at platform and self-invested personal pension (SIPP) provider James Hay hit £16bn in the third quarter of the year, however, expected profit forecasts at the business have been cut.