United Kingdom
Unlocking new frontiers: Adapting IFA business models for British expats and Americans abroad
As 700,000 British-born individuals reside in the US
Platform One partners with UK pension provider on white-label platform
Offering the full range of the provider’s pension products
75% of advisers concerned about inflation when considering retirement income for clients
While 61% highlighted the challenge of changing regulation
The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents