Wrap/platforms

Driven by higher adviser client retention and expanding direct wealth channel

‘Safe to say the platform has likely found its forever home, so Phil and Kirsty will be delighted’

Blocking out the noise and focusing on delivery

Admits adviser communication on Elevate has been lacking

Shortlists will be published in early July

Platform’s flows doubled during the 12 months to 31 December

Identifying a platform with staying power

'It's continuing to garner a good reputation in terms of its UX'

'Providers have to shoulder the bulk of the blame for this knowledge gap'

Industry assets grew by £2.7bn