Once again the Schroders UK Platform Awards will recognise adviser firms - large and small - that have achieved excellence in running a technology-enabled business or practice.
The Leading Adviser Practice award will go to the best smaller firm with fewer than 10 advisers, which may offer a proposition for a single client segment. The firm may use a single platform strategy - while always being aware of suitability factors. The Leading Adviser Business award is for the best larger business with 10 or more advisers. It is likely the business will deal with more than one client segment and, as such, may operate more than one platform strategy. The award judges, chaired by Personal Finance Society chief executive Keith Richards, will be focusing on how adviser ...
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