DEALER GROUPS
DEALER GROUPS
Managed account use only expected to grow
Advisers cite ease of SOA load as one of the main reasons for using managed accounts.
DEALER GROUPS | FINANCIAL SERVICES
Solving the advice gap
An increasing number of organisations are putting forward solutions that may be able to increase the provision of advice to the masses.
DEALER GROUPS
Managed accounts become preferred choice
More than half of financial advisers now use managed accounts with their clients.
DEALER GROUPS
The Principal's Community fills a niche for self-licensed advisers
The Principal's Community, formed by Kon Costas last year, is meeting a demand for services by self-licensed financial planners.
DEALER GROUPS
No bad blood between Costas and BT
The managing director of the newly formed The Principals' Community, Kon Costas, says the organisation's breaking away from BT was something he has been advocating for.