Making a selection from the ever-growing platform market is no mean feat. Maria Merricks asks advisers what they look for when making their decision...
With its focus on client service and transparency of charges, the Retail Distribution Review (RDR) has been a catalyst for platform usage among advisers. But with so many to choose from - each with their own attractive propositions - identifying one (or more) to become a longstanding part of a firm's infrastructure is no easy feat. Making the right decision is even more important considering the Financial Services Authority (FSA) requires advisers to demonstrate their choice of platform has been driven by the needs of both client and service proposition post-RDR. A recent study by Def...
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