Adviser platforms and significant change events in the space

Six monthly due diligence should be the goal

clock • 5 min read

The magnitude of constant transformation in the adviser platform world continues to be intense, writes Terry Huddart

I read with interest not so long ago when an industry commentator said that one of the big-name platforms will at some point disappear. My main thought was ‘no sh*t Sherlock'. The magnitude of constant transformation in adviser platform world continues to be intense.   Since the birth of the sector at the start of this century, the rate of change in platforms available to advisers has been both huge and constant. If we go back in time to 2010, of the 20 retail platforms available only one still exists today that has the same name/brand, the same ownership and runs on the same core te...

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