Partner Insight: Finding the right partner for a managed portfolio service
Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.
Professional Adviser TV: Advisers' most asked questions
With Clare Moffat and Sally Beresford
Professional Adviser TV: Does the platform market need to evolve?
Technology ‘core’ to improvement but takes time