Advisers report high level of platform segmentation - the lang cat's annual survey

'All roads lead to client suitability'

clock • 2 min read
Steven Nelson, Insight director at the lang cat
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Steven Nelson, Insight director at the lang cat

Most advice firms run more than one platform relationship and assets held on a legacy basis are spread across a number of systems, according to respondents of the lang cat’s annual State of the Adviser Nation research.

The report, now its fourth edition, surveyed 445 adviser respondents to provide insights into the UK financial advice profession. A big takeaway was that advisers prioritised client requirements wh...

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