2022 was True Potential's 'best ever year'
True Potential had its “best year yet” in 2022, according to chief executive Daniel Harrison.
Source: moneymarketing.co.uk
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Poll: Will adviser-owned platforms take over the sector?
The debate about whether advice firms should own their own platforms it hotting up. A growing list are opting to become platform operators in a bid to reduce risk and better manage client assets across multiple execution venues.
Source: moneymarketing.co.uk
Behind the Headlines: The relentless rise of hybrid advice
So-called “robo” advice was a big deal not that long ago. But it never quite managed to get the foothold it was expected to. Now “hybrid” advice is rising to the fore.
Source: moneymarketing.co.uk
Schroders CEO calls for more financial health checks pre-retirement
The UK needs to foster a culture in which everyone has a financial health check before they retire.
Source: moneymarketing.co.uk
MoneyHub to demo first pensions dashboard next week
MoneyHub has said it will demo its first live pensions dashboard next Thursday (31 March). This was announced by MoneyHub business development manager Vaughan Jenkins at NextWealth Live today (22 March).
Source: moneymarketing.co.uk