Advised platform Q1 outflows increased to £16.25bn
'If it's cheap and unsuitable, it's still unsuitable'
Quilter tops gross sales and True Potential tops net sales
They see this as a main blocker to doing their job effectively each day
Advisers ‘increasingly leaning into tech’ according to a recent report
Pressure and workload are also taking a toll on advice business owners
Record outflows plague advised platforms in 2023
Where are the areas where we need to give due diligence a good hard stare?
‘Demonstrating value is the thing that most businesses are struggling with’
Whereas clients place more emphasis on positive investment performance