by Mariam Pourshoushtari | 11 June 2021 | UK Financial Advisers
The use of third-party risk profiling tools continues to be widespread, with nearly 80% of financial advisers telling us at that they use a risk profiling tool from a third-party provider. But many advisers seem to be reducing their reliance on these tools to build...
by Mariam Pourshoushtari | 20 September 2019 | UK Financial Advisers
Advisers are increasingly making use of third-party risk profiling tools, with over 70% of adviser firms now telling us at Platforum that they use them. But how they use these planning tools varies greatly from firm to firm, as we found in Harrogate at our most recent...
by Mariam Pourshoushtari | 06 September 2019 | UK Financial Advisers
Over 90% of UK adviser firms have changed their approach to adviser charging in the last two years, according to our survey for the latest Platforum report – UK Adviser Market: Costs and Charges. The most glaring trend is towards cutting charges for higher value...
by Mariam Pourshoushtari | 12 July 2019 | UK Financial Advisers
Recruiting advisers and other experienced staff ranks as one of the biggest challenges that advice businesses now face, according to many of the owners and managers of advice firms we have spoken to in our research at Platforum. In fact, we discovered that half of...
by Mariam Pourshoushtari | 12 April 2019 | UK Financial Advisers
Decumulation was the subject of lively debate at our adviser dinner round table last week, when advisers from different parts of UK (and with different points of view) came together to discuss this tricky subject. The diversity of retired clients’ circumstances makes...
