If you have kept even half an eye on the multiple high-profile re-platforming exercises and migration projects carried out in recent years you will have spotted a prominent theme, writes Chris Fisher - it’s very hard to identify one that has gone smoothly. So is there a remedy for the headaches caused by these technology moves?
Some migrations may have been less bumpy than others, but the platform industry has developed an unfortunate habit of going over-budget and beyond deadline, leaving advisers having to deal with complaints,...
'Better value for money'
Inflows increased 67% in the quarter
Starting next month
Platform tools fall short
Made an offer last year
From new attitudes to life, to how they approach investing, the wealth outlook is different for baby boomers, millennials and generation Z. Professional Adviser investigates how this may impact their retirement.
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