MPS assets rise as charges fall - report

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.

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1 in 5 adviser firms set to 'rationalise' tech stack

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.

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3 in 4 advisers fail to evidence Financial Planning value

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.

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Planners lack tech skills says NextWealth

Most Financial Planners are still not technology literate, according to a new report from NextWealth.

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