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Large, vertically-integrated investment advisers and private equity-backed (PE) acquirers are the most likely to build and run their own platform within three years, according to NextWealth’s latest platform report.
Advisers are forecasting rising operational costs over the next six months alongside falling revenues, according to research from Abrdn.
The majority of advisers expect that most of their clients will be forced to adjust contributions or sell investments to meet their retirement plans as a result of the current cost of living crisis, according to Embark Group.