Five platform due diligence observations - the lang cat

The consultancy said the exercise was designed "to give advisers an exclusive insight into how a platform panel might be appointed by client segment" and showed the increasing difficulties of suitably using one platform for all clients. Its analysis was based on 150 proposition and seven financial performance factors, which produced a shortlist, a semi-final and then an overall winner. The analysis focused on The Long Dog's 40 imaginary clients with a £350,000 average model portfolio rebalancing on a quarterly basis, all but one with a moderate to high weighting in a pension wrapper, and...