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...
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client