Advisers could be forgiven for being suspicious of the help offered by platforms and providers when it comes to legacy asset migration. But, as Jenna Towler finds out, it might be time to ditch the scepticism...
Managing legacy assets is a key consideration for advice firms ahead of the upcoming legacy platform trail commission switch off, otherwise known as the sunset clause. Advice firms are also contemplating...
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress