58% of advisers struggling to add new clients

 

A major survey of financial advisers has revealed that nearly six out of 10 report that acquiring new clients has been “significantly harder” during the pandemic.

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Pricing engine added to Platform Analyser tool

Financial services consultancy the lang cat has added a pricing engine as part of an upgrade to its Platform Analyser adviser tool.

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Platforms ‘resilient’ despite 12% drop in AUA in Q1

Platforms were hit by a 12% drop in Assets Under Administration (AUA) in the first quarter of this year, according to analysis by the lang cat consultancy.

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Organisers hail ‘great’ Paraplanners Powwow

Organisers have spoken of a “great” Paraplanners Powwow last week.

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