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Wrap/platforms

The adviser as platform debate: Look at the bigger picture

Wrap/platforms

The adviser as platform debate: Look at the bigger picture

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

clock 17 May 2023 • 4 min read
Ferguson: Why should 'shonky' fund managers rule platforms?

Wrap/platforms

Ferguson: Why should 'shonky' fund managers rule platforms?

‘Adviser as platform is a perfectly legitimate model’

clock 16 May 2023 • 5 min read
GBST signs on to power Novia Global platform tech for a further five years

Wrap/platforms

GBST signs on to power Novia Global platform tech for a further five years

Wealth management platform has worked with GBST since its inception

clock 16 May 2023 • 1 min read
Clients should 'take advantage' of the removal of LTA

Your profession

Clients should 'take advantage' of the removal of LTA

Clients told to capitalise on abolition of lifetime allowance

clock 03 May 2023 • 2 min read
How advisers are dealing with face-to-face meeting demand surge

Your profession

How advisers are dealing with face-to-face meeting demand surge

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

clock 03 May 2023 • 4 min read
PA360: 'Not sustainable' for advisers to use just one platform

Wrap/platforms

PA360: 'Not sustainable' for advisers to use just one platform

More due diligence needed across multiple platforms

clock 27 April 2023 • 2 min read
Advisers continue shift away from multiple platform use

Wrap/platforms

Advisers continue shift away from multiple platform use

Research finds 58% of advisers use two or three platforms

clock 27 April 2023 • 3 min read
Origo partners with iPipeline on 'plug and play' integration

Wrap/platforms

Origo partners with iPipeline on 'plug and play' integration

Partnership to help providers build and integrate connected tech platforms

clock 04 April 2023 • 1 min read
Advisers and platforms should not ignore Mrs Miggins on value

Wrap/platforms

Advisers and platforms should not ignore Mrs Miggins on value

'Articulating, and evidencing value is not easy'

clock 29 March 2023 • 4 min read
What the 'great platform shakeout' means for financial advisers

Platforms

What the 'great platform shakeout' means for financial advisers

Assessing the latest trend of 'adviser-as-platform'

clock 03 March 2023 • 3 min read
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