Ten leading platform commentators were locked in a room last month to debate the future of the market. In the last of a three-part special, the team dissects the ways distributors select and use platforms.
AT8 has long been a fan of Sense’s approach to helping adviser firms create a platform strategy and we were pleased to have Sense managing director, Tim Newman, give the group a case study of how distributors...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created