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Should advisers look more closely at re-platforming in due diligence?
Professional Adviser and the lang cat have teamed up in a bid to better understand how the re-platforming initiatives being undertaken across the platform sector affect financial advisers and their clients.
In an effort to shine a light on what is really going on ‘under the bonnet', a comprehensive questionnaire has been sent to the eight platforms currently undertaking re-platforming projects: Alliance Trust...
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