Admin issues widen advice gap – what’s the answer?

19 August 2020

Administrative burden is preventing advisers from serving more clients, a new report from Octopus Investments has revealed.  The Bridging the Gap report found that six in 10 (60%) advisers turned away prospective clients in the past 12 months. Meanwhile, just over a third (37%) of advisers said they serve “somewhat more” clients compared to five years ago,...