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Read the digital issue in full here Cover feature The platform era started in 2000 and has undergone a lot of change. But the latest trends could put many out of business, finds Amanda Newman Smith MM view The platforms landscape is changing, says Lois Vallely. As advisers become increasingly reliant on technology,
Investment requires a disciplined approach and a degree of clients holding their nerve if markets fall, writes Tim Sargisson. The adviser is there to provide the steady hand on the tiller and reassuring words...
Customers need to understand what they are getting, and the difference between independent and restricted advice. And, ultimately, customer outcomes must remain at the centre of any tie-ups.
Technology has the power to nearly double the number of clients an adviser can take on, according to Stephen Mitchell, head of proposition at FE fundinfo.
Private equity, use of technology in financial advice and the business of financial advice were just a few of the important topics adviser firm CEOs Keith Churchouse and Tim Sargisson addressed during an interview at PA360.