Advisers need to make sure they do not introduce a conflict of interest into their investment process when helping clients select their platforms, the lang cat's Mike Barrett has warned.
Barrett said the biggest platforms in the market, with the exception of Transact, all operated on some sort of vertically integrated model or offered in-house fund management, which advisers had to make...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till