Chris Read gives his top tips for successful migration of clients' assets onto wrap platforms.
Two parallel studies of IFAs and product providers that Dunstan Thomas commissioned in April found that both audiences agree the trend for legacy assets to be migrated onto wrap platforms is accelerating. This is no doubt due to the market pressures created by the Retail Distribution Review (RDR) deadline just a year and a half from now. 60% of IFAs and 61% of providers believe there will be £300bn or more assets under management (AUM) on platform by December 2013 and a significant minority (9% and 10% respectively) think AUM on platform will rise to over £500bn from roughly £120bn t...
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