Platform views: Playing PROD's panel game

In a recent instalment of the series Professional Adviser is running on how the new PROD governance rules are affecting the platform market, technical expert Rory Percival demonstrated a simple client segmentation method, which he suggested should lead advisers to operate a panel of two or three platforms. Yet wrap platforms can, in theory, serve any client - subject to respective pricing strategies. So how do advisers cut through the noise to choose the right mix - if indeed there should be a mix - of wrap and specialist platforms? The culture difference between the platforms that se...