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
Small advice firms may not get ‘outcome they desire’
‘Adviser as platform is a perfectly legitimate model’
Value for money remains a huge focus for firms ahead of 31 July
Lack of education around financial advisory leads to difficulties in hiring
'Rock for Ukraine' will take place on 23 February in London