Technology

Debating the pros and cons of white labelling and building platforms

The well-trodden debate over the pros and cons rages on

‘Adviser as platform is a perfectly legitimate model’

Wealth management platform has worked with GBST since its inception

Clients told to capitalise on abolition of lifetime allowance

Advisers ‘busier than ever’ as face-to-face meetings make a comeback

Virtual meetings are likely to remain an important channel for advisers

More due diligence needed across multiple platforms

Research finds 58% of advisers use two or three platforms

Updated offering means there is no need for additional licensing