It is hard work for advisers to change platforms but that doesn't mean they shouldn't do it, writes Alistair Wilson
Advisers regularly say to me that investment platforms are commoditised and all do the same thing. But platforms are constantly evolving and there are fundamental differences between them. Leaving...
'Overriding competitive forces' may be necessary, suggests paper
Deal will give clients more options
The first in a series of informal interviews by Richard Romer-Lee
Adviser adoption of technology is changing
Illustrations and acceptance terms to be sent electronically