Platforms
Advisers struggle to keep up with digital expectations
Swift acceleration to technological solutions needed to stay relevant in the market
Wealth tech giant claps back after regulator halts merger
Contradictory statements highlight fragmented M&A deal
Retail investors have been ‘resilient’ during pandemic
But financial advisers still critical to help clients navigate the next few months
Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
Over £30m lost to scams in four years
Victims put off sorting out their finances for fear of being scammed again