The tricky business of platform due diligence
Mugridge
With the number of propositions soaring and the FSA issuing strict guidance, advisers need to carry out careful due diligence when picking the right platform for clients, writes Skandia's Jeremy Mugridge.
Fuelled by regulation and competition, momentum in the platform sector is building which is in turn leading to increasing scrutiny of platforms and how advisers are using them. With a growing number of...
More on Wrap/platforms
7IM latest platform to allow use of e-signatures
Plus more updates
IFA Truly Independent launches investment platform
Launched 1 September
Transact's Ian Taylor to step down after 20 years
Effective February 2021
Back to Top
More news
Lawrence Cook: Decumulation needs investment planning evolution
Show your workings
Keith Churchouse: The importance of 'personal ESG' during lockdown round two
Personal lockdown ESG
Former footballer on advising professional sports stars
It’s The Pro Adviser Podcast
Sanford DeLand preps UK Buffettology Smaller Companies IPO
UK Buffettology Smaller Companies investment trust
