What will be the most important feature of pension dashboards?
They ‘offer a fantastic opportunity for advisers to engage with clients’
NextWealth
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Large advice companies to create own platforms
Competition will get ‘fierce’ as providers look to modernise their propositions
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Markets put hard brakes on MPS asset growth
‘Financial advisers and clients are postponing portfolio changes due to volatility’
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Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs