Platforms are stepping up their white-label investment offerings to advisory firms as an increasing number of orphaned clients presents a growing challenge in the run-up to the 2016 legacy commission ban.
Advisers and platforms alike have been grappling with the difficulties of shifting legacy platform clients from a commission to a fee-based charging structure. In particular, the industry must find...
The forces at play in investment - most obviously, regulatory change, uncertain markets and shifting demographics - are as strong today as they were when Professional Adviser launched its sister magazine Multi-Asset Review in 2017.
Regulator has visited some firms already
Platforms react to Fidelity blocking Income Focus purchases
Chris Hill's letter to Treasury
Cash balance surges