Tools top adviser wish-list

The requirement to conduct platform due diligence means that more care needs to be applied to platform choice. Although scrutinising the sustainability, cost and functionality of platforms is important, the increased regulatory emphasis on attitude to risk and matched asset allocations means that provision of integrated tools has become more important. Recent research by Skandia shows that 60% of advisers expect their total business transacted on platforms to increase over the next 12 months. However, the increasingly important role of tools is apparent given that 71% of those who expect...