With the vast bulk of client money now going on to platforms, who really benefits? The client, the adviser or just the platform provider?
Here, Incisive Media editorial director Lawrence Gosling discusses the issues with Canada Life e-Business manager David Greenall; Foster Denovo investment research manager Declan McAndrew; and and Aim...
‘Onboarding two firms a week’
Which platforms help?
Complaints, disruptions and snags
Charlton House Wealth Management
Woman of the year – investment advice
It’s The Pro Adviser Podcast
£5m lost to fraud between February and June