Morningstar Wealth head of distribution Ben Lester joins Professional Adviser news editor Isabel Baxter to discuss how advisers are using MPS and platforms, and the changing role these services play in delivering advice.
In this episode of PATV, Lester explores the key drivers behind platform adoption, including access, automation and evidence, as well as the operational pain points advisers face around tax, reporting, documentation and governance. He also discusses CIP oversight, the continued shift towards outsourced MPS solutions, and what platforms and investment managers can do to make the process more seamless, scalable and efficient for advice firms. The team will be back soon with the next edition of Advice Lens on PATV. In the meantime, you can catch up on the previous episode of Professio...
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