AJ Bell has launched an online due diligence hub to help advisers select suitable investment platforms, featuring independent commentary from FinalytiQ, the lang cat, Platforum and Defaqto.
The hub, which is free to use, will offer advisers a factsheet compiled by AJ Bell, based on Financial Conduct Authority (FCA) guidance and questions the provider said it was commonly being asked by advisers. Research firm FinalytiQ also provided a link to its advised platform report, which analysed the financial performance of 26 advised platforms, among other material. The provider said it had created the hub in response to the regulatory focus on platform due diligence, as set out in the FCA's thematic review TR 16/1 in February last year. In the paper the FCA raised concerns th...
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