Trust is the greatest obstacle to bridging the advice gap
News analysis, case studies and informed comment on the challenges facing UK pension schemes, from Pensions Expert, a DG Publishing service
Source: pensions-expert.com
Page 34 - Lang Cat News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Lang Cat Today - Breaking & Trending Today
Platform due diligence hasn't changed in a decade – now it must
Advised clients stand to benefit from a bit of a re-think on platform market analysis and due diligence. We encourage firms to follow others beginning to look beyond the five or six typical metrics used to assess platform suitability, and to see what else is out there.
Source: moneymarketing.co.uk
Advised net platform sales up 19% in Q1 but down 49% year-on-year
Advised platform net sales totalled £5.15bn in the first quarter of this year – up 19% on Q4 2022 but down 49% compared to the first quarter of last year, according to data from The Lang Cat.
Source: professionaladviser.com
Advised platform net sales down 49% year-on-year | International Adviser
'All the same headwinds that faced investors last year remain'
Source: international-adviser.com
Why closing the advice gap is a 'clear market opportunity'
There is a clear market opportunity for advisers to act on closing the advice gap, writes Tim Sargisson, but lack of tech and financial resources mean the 'chasm' remains open
Source: professionaladviser.com