Advisers need to take care to avoid falling for provider spin and marketing in their due diligence of platforms, Nucleus has said.
Business development director Barry Neilson warned much of the material being passed for due diligence and research was little more than provider marketing and did not offer the evidence needed by advisers...
According to Cicero report
Adds 24 staff, three offices and £275m AUA
Launches Junior ISA and retirement accounts
Schroders tops 2019 list
24 companies wound up