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The Future of Portfolio Management on Platforms.

According to the most recent research from the lang cat, we live in a market that relies heavily on CIPs - in fact 86% of respondents stated they have one in place in one form or another.

But how did we get here?

The lang cat explores this question in its latest white paper, commissioned by Standard Life, Welcome to wherever you are: the future of portfolio management on platforms.

The paper identifies seven key themes and predicts the changes that may lie ahead for our industry. It also shares the biggest issues keeping them awake at night.

Listen to Mark Polson, principal of the lang cat, and David Tiller, Head of UK Proposition discuss the themes and conclusions of the white paper in their recent webinar.

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Intergenerational planning and branding


Video transcript (PDF, 50KB)

 

 

We’ve teamed up with Citywire to bring financial planners together for a timely debate about the trends impacting the industry.

Watch the video to find out how some advisers are approaching intergenerational financial planning, and evolving their businesses to meet the needs of different generations.

The discussion examines how adviser firms are future-proofing their processes, client banks and businesses, while also taking a look at the long-term future of the industry.

You can watch the whole series on the future of advice on Citywire’s website.

Developing our platforms

We’re investing in our platforms to strengthen and enhance the experience we deliver for you and your clients, in light of the future of advice and evolving client needs.

Professional Portfolio Manager

Supporting you to deliver a consistent and robust centralised investment proposition (CIP)