Are platform restrictions losing you clients?

A couple of discussions I have had recently with investors moving away from IFAs suggests modern investment platforms, and the inability of advisers using them to deliver more certain returns, may be becoming a hindrance rather than a help to winning and retaining customers. Here are a couple of examples: Example one Investor one had seen little increase in the value of his investments over the last few years and needed to start taking income. His key concern was that, if he started drawing income on a regular basis, his capital would start to deplete. Net of costs, there was no ...