Do advisers have a responsibility to do more contingency planning when providers undertake giant re-platforming projects? Clearly it is an idea worth further exploration, suggests Tom Ellis
Re-platforming has been one of 2018's hottest topics across the whole financial advice sector - and it would be an understatement to say the fallout from this market trend has not been particularly favourable...
'Better value for money'
Inflows increased 67% in the quarter
Starting next month
Platform tools fall short
Made an offer last year
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams