Platforms
Q4 2022 ‘worst quarter’ on record for advised platforms
Total assets down £35bn year-on-year
M&G rolls out investment app with Moneyfarm
To target a ‘new generation of savers’
What will be the most important feature of pension dashboards?
They ‘offer a fantastic opportunity for advisers to engage with clients’
Large advice companies to create own platforms
Competition will get ‘fierce’ as providers look to modernise their propositions
Best Practice | 18 Jan 23
Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements