We’ve all been spending a lot – a lot – more time with our families recently and, despite that, one of the areas advisers are researching more and more on the lang cat's Platform Analyser system is family linking, writes Mark Polson. Here, he assesses which platforms best facilitate this for advisers…
Family linking is the way in which platforms facilitate and reward the process of advising individuals in family groups - exactly what those groups entail is something we'll come back to in a moment...
'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