Finding the advisers of the future
August 7, 2025
Considering a career in financial advice, or know someone that would be a great fit for the profession? Start here with Future Financial Adviser.
Considering a career in financial advice, or know someone that would be a great fit for the profession? Start here with Future Financial Adviser.
Today’s Updater Mike Barrett reminds us of the now infamous Woodford Equity Income fund crash … and the lessons it holds for the future.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
