Professional Adviser and the lang cat have teamed up in a bid to better understand how the re-platforming initiatives being undertaken across the platform sector affect financial advisers and their clients.
In an effort to shine a light on what is really going on ‘under the bonnet', a comprehensive questionnaire has been sent to the eight platforms currently undertaking re-platforming projects: Alliance Trust...
100 new clients
Achievements, charity work and other happy snippets
Square Mile’s series of informal interviews
Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas