by Joshua Taylor and Mariam Pourshoushtari | 10 August 2018 | Archive
Over 40% of adviser firms have reviewed their charging structures in the last six months. And nearly all adviser firms have taken a long hard look at their approach to adviser charging in the last two years, according to our adviser survey for the latest Platforum...
by Mariam Pourshoushtari | 03 August 2018 | Archive
We’ve all seen the headlines – it’s boom time for UK financial advisers. Adviser firms’ revenue is up 22% since 2016, and firms are looking to expand – especially in internal headcount. Adviser firms are on the hunt for recruits, with 65% aiming to add to their staff...
by Mariam Pourshoushtari | 09 February 2018 | Archive
We can’t talk about adviser fintech without addressing the elephant in the room – integration. And it shouldn’t surprise anyone that it is the top barrier to adviser firms adopting tech in the advice process. They complain that systems don’t communicate with each...
by Mariam Pourshoushtari | 08 December 2017 | Archive
There was a time when certain industry commentators speculated that platforms would eventually make back office software redundant. Not so much now. This sector within the fintech industry – perhaps traditionally regarded as rather pedestrian in some quarters – is...
