MPS assets rise as charges fall - report
- Thursday, 07 December 2023
- Articles
Managed Portfolio Service assets are growing faster on average than the platform market and costs and charges for clients are falling, according to a new report by a wealth consultancy.
Read more...1 in 5 adviser firms set to 'rationalise' tech stack
- Thursday, 21 September 2023
- Articles
Consumer Duty pressure will spur one in five adviser firms to change or ditch some of their tech tools in the next 12 months, a new report predicts.
Read more...3 in 4 advisers fail to evidence Financial Planning value
- Friday, 18 November 2022
- Articles
The vast majority of financial advisers focus too much on portfolio performance and fail to evidence to clients the value of their advice, a new study suggests.
Read more...Planners lack tech skills says NextWealth
- Monday, 21 March 2022
- Articles
Most Financial Planners are still not technology literate, according to a new report from NextWealth.
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