At least 50% of advisers looking to take up new technology in the post-Retail Distrubution Review (RDR) period are enquiring about direct to consumer (D2C) systems, according to one tech specialist.
Gareth Thompson, website designer and owner of Hampshire-based Code Potato, explained that of the 30 meetings he has held with advisers since the beginning of the year, about 15 have expressed interest in setting up their own D2C solutions. According to Thompson, these clients are in the main heading up small advisory firms, or running their own sole trader practices. "They are looking to service people they are currently unable to service," he said. He explained that advisers seemed to be most interested in such a solution because it is a way of them scouting or coaching a section o...
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