In the first of a new series analysing the trend for 're-platforming', Tom Ellis assesses why half the market's assets under administration (AUA) are either changing tech provider or undergoing major upgrades.
To better understand why more than £220bn of assets on adviser platforms are 'in transition' - and what that means for advisers and their clients - Professional Adviser, with the assistance of the lang...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions