The anticipation is for a moderation in the number of IFA firms selling to Consolidators in 2023. Strategic buyers, aligning their offerings with the more comprehensive requirements of selling adviser-owners, are likely to experience a renewed influx in their prospect pipelines.
Outsized Impact: Playbooks for Consolidators Read More »
In this Citylogue, we discuss the opportunity for asset managers to turn net zero commitments into ESG leadership.
ESG leadership and net zero Read More »
As part of the FCA’s continuing drive to place the consumer front and centre, the forthcoming Consumer Duty aims to drive a fundamental shift in the industry mindset.
Consumer Duty – How prepared is the advice sector? Read More »
Banks play a pivotal role in serving the life protection needs of mid-market consumers globally. UK banks could address the mid-market protection gap if only they would prioritise life protection.
Return of UK Bancassurance Read More »
With growing allocations of private capital into the long-term savings market, small independent Master Trusts offer an opportunity to private equity investors.
The UK Master Trust Equity Story Read More »
Given growing competition from asset managers, what can DFMs do to protect and grow their share of the financial adviser channel?
MPS Market Landscape: Part 2 – DFM Responses to Asset Manager MPS Read More »
With growing competition between model portfolio providers, what can discretionary fund managers do to position themselves more competitively among financial
The Financial Adviser Opportunities for DFMs Read More »
COVID-19 has highlighted the risk of involuntary unemployment and is driving consumer interest to retail Income Protection (IP); but does retail IP actually meet their needs?
Income Protection’s Time to Shine? Read More »
Having sent initial COVID communication to existing customers, now is the time for life insurance and wealth providers to plan for product opportunities with the emergence from lockdown.
COVID – Planning Now to Capture the Emerging Product Opportunity Read More »
The exponential spread of COVID-19 and its impact on financial markets has resulted in substantial losses for investors in an unprecedentedly short time.
Customers can’t buy toilet paper. Time for a new messaging framework. Read More »
