Half of larger advice firms plan to launch in-house white label platform

But 76% have no plans

Sophie King
clock • 1 min read
Heather Hopkins: “Our survey with advisers for the report reveals a shift could be on the horizon in the way that financial advisers structure their businesses."
Image:

Heather Hopkins: “Our survey with advisers for the report reveals a shift could be on the horizon in the way that financial advisers structure their businesses."

Half of adviser firms with more than £250m AUA plan to launch their own white label platform in the next three years, research by NextWealth has found.

The White Label Platforms Report, which surveyed 218 advisers, found a further 8% said plans are already underway and a 4% said they hoped to launch a customised platform within the next year. However,...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Tap into our community intellignece through our regular Pro Adviser poll.
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your profession

SJP committed to helping its 'partners' become Net Zero by 2035.

SJP commits to 'climate positive' operations by 2025

Four climate targets

clock 22 October 2021 • 2 min read
A financial planning panel from PA360, chaired by NextWealth MD Heather Hopkins (right).

Watch: Highlights from PA360

PA's conference heads North on 8 December

Professional Adviser
clock 22 October 2021 • 1 min read
Quilter said potential candidates should "monitor business production and embedded client contact and sales strategy".

Quilter hunts for regional financial planning managers to monitor 'sales strategy'

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read