Clive Stelfox: Who's really driving, the adviser or the platform?

In contrast to the approach taken by more traditional technology providers it is possible for a platform to sit quietly in the background, ensuring a smooth journey while the adviser is firmly in the driving seat. A lot of this is driven - pardon the pun - by the level of contact a platform has with an adviser's client. Many platforms operate in such a way that an adviser's customers essentially become the customer of the platform. Some advisers will be perfectly comfortable with this approach but it's also understandable that others would prefer their platform provider to sit much more ...