Third party platforms cost clients less
NextWealth research published in our September 2021 update to our Adviser Tech Stack report reveals that the average fee paid by a client for the platform is lowest for advisers that are using a fully outsourced platform. Clients with advisers that manage their own...
Financial advisers open to new tech but Covid honeymoon is over
We recently published our Advice Tech Stack report September 2021 update. It includes a slew of reviews of advice tech providers based on surveys of over 900 financial advice professionals. The two things I thought were most interesting: 1. Covid honeymoon is over As...Financial adviser market UK: Evidence of consolidation in latest FCA data
The FCA published their figures on the 2020 retail intermediary market yesterday. These annual market updates continue to be a valuable and rich source of insight on the movement of the market. There is no surprise that the 2020 results are lukewarm. The figures shine...FOLLOW US
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