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Wrap/platforms

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
Q4 rounds off 'tough year' for platform as inflows disappoint

Wrap/platforms

Q4 rounds off 'tough year' for platform as inflows disappoint

Worst quarter since Lang Cat’s records started in 2016

clock 01 February 2023 • 2 min read
Moneyfarm launches 'platform as a service' for M&G

Wrap/platforms

Moneyfarm launches 'platform as a service' for M&G

&me platform for 'next generation of clients'

clock 31 January 2023 • 2 min read
UK platform market 'walking into oblivion' without tech innovation

Technology

UK platform market 'walking into oblivion' without tech innovation

Delegates heard platforms are ‘overpriced for what they deliver’

clock 26 January 2023 • 3 min read
Advisory platform evolution: Going in-house for greater control

Wrap/platforms

Advisory platform evolution: Going in-house for greater control

The promise of tech has not been fulfilled in retail investment

clock 25 January 2023 • 3 min read
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