Fundscape says sales were a ‘bloodbath’ over the last 12 months
Whole retail market ‘continues to be challenged’ by economic conditions
‘Subdued investment activity across the market’
Clients value reassurance from advisers during cost of living crisis
Advisers ‘busier than ever’ as face-to-face meetings make a comeback
Research finds 58% of advisers use two or three platforms
Aviva research finds quarterly or even monthly portfolio reviews are common
Data analysed to find which name is most prevalent in advice
True Potential the only platform to record over £1bn in Q4
Findings from Defaqto's annual Platform Service Review