Why advisers ignore platform culture at their peril

There are many facets to consider when choosing a platform for an adviser's business, including technological capabilities, critical mass and security features. However, one essential aspect is often overlooked is culture: whether an advisory business and a platform have a shared outlook, aligned values and if firms feel they can trust a platform. Here are five key considerations for advisers when assessing whether a platform's culture is aligned with their own.   1 Communication with senior management As the face of the platform, it is important that the values and principles...