Mark Polson: All in the family (linking)

Which platforms help?

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Mark Polson: "From where we sit, the lines are blurring all the time between ‘retail’ IFAs and wealth management."
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Mark Polson: "From where we sit, the lines are blurring all the time between ‘retail’ IFAs and wealth management."

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...

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