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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

AJ Bell signs up to The Platforms Association's transfer charter

AJ Bell signs up to The Platforms Association's transfer charter

After being missed off TPA’s initial list

Sophia Panayi
clock 28 September 2026 • 1 min read
Big players give The Platforms Association's transfer charter a miss

Big players give The Platforms Association's transfer charter a miss

AJ Bell and Parmenion choose not to sign up

Sophia Panayi
clock 25 September 2026 • 2 min read
Most platforms sign up to transfer charter

Most platforms sign up to transfer charter

Signatories include Benchmark, Fidelity International and Quilter

Sophia Panayi
clock 17 September 2026 • 3 min read