The extent to which advisers will have to assess individual client suitability for platforms - and whether an off-platform solution may be preferable - has been underlined by the shock findings of a new study.
Its surprising results suggest it will not be enough for firms to segment their client base and assign a single platform to each group; a practice which the FSA has already hinted will likely breach its...
Subset of fintech
Just one-fifth not in favour
Armed forces charity
Member of PRA's practitioner panel
Risk to retail investors