Steve Owen: Why selecting a platform is like buying a new home

When I moved house recently, it really focused my mind on what was important to me in a new home. I then realised the thought process had a lot of similarities with selecting a new platform partner, which is a big decision for advisers and their clients. It may be that where you live now is all right, but you want something more - whether that is more space, less space, a better location, more character, less maintenance or a project. More likely, it is a combination of some of those things, and all within a budget you have set. The prospect of moving might well fill you with dread - ...