‘Disruption for advisers’: The outlook for platforms in 2022
From M&A to tech integration, investment platform professionals give their views on the year ahead
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
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’
Financial advisers have a ‘duty’ to analyse all asset classes when building client portfolios
Making the wrong choice early on can have massive implications for a client’s retirement pot