What about those who are left behind?

There is some conflicting evidence, but the general consensus in the world of platforms is this: they are getting more popular (a poll of some 800 advisers last year found 44% have signed up to at least one). So what happens when said clients are no longer serviced by the adviser who originally placed them on the platform? Orphans The phenomenon of ‘orphaned’ platform clients can arise for a number of reasons: perhaps the customer no longer wants to work with the adviser, but does wish to stay on the platform, or perhaps the adviser terminates the relationship. Are clients allowed t...