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...White-labelling and the implications for providers
The rise of white labelling is indicative of broader trends that will have implications across the supply chain. Earlier this week we published a report that includes a stunning finding: half of financial advisers in firms with £250m + in AUA plan to launch a white...
Cathi Harrison, Verve Group CEO on the entrepreneur’s journey in financial services
Guest post, Gillian Hepburn, UK Intermediary Solutions Director at Schroders When I sat down with Cathi Harrison, The Verve Group CEO, for a Women In Platforms interview recently, I came away with a really strong impression that at last, things really are changing in...
Liz Field CEO of PIMFA about the strategic priorities of the lobby group
Liz Field is CEO of PIMFA, the Personal Investment Management & Financial Advice Association. And as she explained when she joined me for a Women in Platforms session recently, it’s a challenging time to be playing that role. PIMFA, Liz told us in the slightly...FOLLOW US
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