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Legacy platforms are still struggling to innovate effectively, while advisers continue to voice their grievances about service-related issues. It has become clear that throwing vast sums of money at the problem without strategic clarity is a sub-optimal use of resources.
There has been too much talk about a greener world. What we need is numbers and metrics, rather than slogans, to hold ourselves accountable to.
For our friend at the FCA, everybody is making money from the investment except for the investor themselves. He may have the view that advisers can’t predict or control the market, so what are they being paid for? He’s thinks that this is poor value for money.
It’s not a comfortable subject, but I wouldn’t be doing my job if I didn’t highlight issues around adviser charging
As a provider of an MPS, we have seen a continual rise in adviser demand for white labelling. This can present some challenges and the new Consumer Duty regulations raise additional questions about what the future holds for co-manufacturing model portfolios, in particular.