Total and adviser platform assets suffer Q1 2022 drop
Rising living costs expected to impact the industry throughout the year
Rising living costs expected to impact the industry throughout the year
As 76% of firms say they are happy with their current level of organic growth
From M&A to tech integration, investment platform professionals give their views on the year ahead
But it is not for the ‘feint hearted’
Three scenarios set out likely trajectory of inflows in a post-covid world
‘Small changes – just a fraction of 1% – can make a real difference’
This makes it ‘torturously difficult’ for them to make an ‘informed comparison’
Roll out of financial advice venture raises questions about the firm’s role in the UK
Because it’s absolutely not something my mum looks for from a financial services institution
And spending millions on due diligence in terms of time and resources is ‘frankly ridiculous’
Despite only 9% having cut their own costs in recent years
‘Miscalibration’ and a lack of due diligence ‘can lead to very poor outcomes’