Revealed: Advisers' favourite platforms for accumulation and retirement
NextWealth and Richard Parkin Consulting research
Heather Hopkins: "In future we think platforms will adopt open data standards allowing developers to create apps for advisers using the platform."
Old Mutual Wealth and Standard Life Wrap have emerged as among advisers' preferred platforms for accumulation and retirement, according to a joint research project by NextWealth and Richard Parkin Consulting.
Following a survey of 267 advisers, a series of in-depth interviews and an analysis of data from platforms, the two businesses concluded Old Mutual Wealth, Standard Life Wrap and Aviva were financial advisers'...
More on Wrap/platforms
Half of platforms have sophisticated client security protocols - NextWealth study
Authentication systems
OMW platform finally rebrands to Quilter
Re-platforming project complete
'Progressive' advisers encouraged to enter Schroders UK Platform Awards
Judges chaired by Keith Richards
Abraham Okusanya: Nobody complains their way to the top
Why complain when you can compete?
Half of larger advice firms plan to launch in-house white label platform
But 76% have no plans
Back to Top
More news
Barrie Dawson: Advising trustees is a different ball game
Five key points
Quilter to make hundreds of redundancies in move to cut costs - reports
400 to be made redundant
True Potential eyes $2bn US flotation - reports
Wealth manager also considering sale
Claire Trott: Why flat-rate tax relief is not a pensions 'quick fix'
'On the surface, flat-rate tax relief is very appealing'
