Wrap/platforms

'As long as transparency is voluntary, it will remain selective'

MD updates on programme and developments

'Platforms have been firmly in the middle of this proliferation'

Exclusive: Down from 80% the previous year

'Platforms are there to serve investors'

Rose stepped down from NatWest in 2023

'Every transfer should be compliant, transparent, and in the client's best interest'

Improved retention across the adviser channel

Enabling firms to extend advice and investment services to a broader range of clients

Headed towards a ‘record-breaking year’