Good morning and welcome to your Morning Briefing for Thursday 19 January, 2023. To get this in your inbox every morning click here. Advisers opt for in-house platforms A growing list of advice firms are opting to become platform operators in a bid to reduce risk and better manage client assets across multiple
I have some friends who live in northern California in a town called Glen Ellen, about an hour outside San Francisco. In 2013 I went to visit them. It’s a beautiful place near some of California’s best national parks and I have fond memories of riding my friend’s trail horses. We’d go out for five or six hours at a