the lang cat

They see this as a main blocker to doing their job effectively each day

Advisers ‘increasingly leaning into tech’ according to a recent report

Pressure and workload are also taking a toll on advice business owners

Record outflows plague advised platforms in 2023

Where are the areas where we need to give due diligence a good hard stare?

‘Demonstrating value is the thing that most businesses are struggling with’

Whereas clients place more emphasis on positive investment performance

Small advice firms may not get ‘outcome they desire’

‘Adviser as platform is a perfectly legitimate model’

Value for money remains a huge focus for firms ahead of 31 July