The adviser as platform debate: Look at the bigger picture

The well-trodden debate over the pros and cons rages on

clock • 4 min read

Neil Moles looks at the 'adviser as platform' debate and comes down firmly on one side...

The 'adviser as platform' debate has intensified this year, with opinion divided over whether advisers launching their own platforms will genuinely become the future direction of the industry or just a temporary trend. Earlier this year, NextWealth's ‘Great Platform Shakeout' report suggested there was a groundswell towards adviser as platform and platform white labelling, finding that a quarter of financial advice firms with more than £250m in assets currently without their own platform were planning to launch one in the next three years. But, on the other hand, surveys by some of th...

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