Specialists from across the industry debate platforms’ future purpose
Has embedded Origo’s Unipass Letter of Authority as part of ‘efficiency drive’
Discretionary wealth firm Mountstone Partners has joined the platform
Includes changes to the platform's annual custody charges
This year's awards will have an increased focus on adviser tech stacks
Quilter tops gross sales and True Potential tops net sales
Clients subject to MPAA will be notified of prior payments
‘Why would we want to take on all that headache and work’
Advisers are more confident to make switches to improve client experience
Fundscape expects platform growth recovery in second half of the year