'The Dynamic Planner Best Platform for Adviser Service' accolade has become one of the most coveted at the Schroders UK Platform Awards because it is made on the basis of financial adviser assessment.
That is the view of the awards' organiser Clive Waller (pictured), who explained that advisers are asked to award a mark between one and five on four categories: * Ease of use and design minimising...
Staying invested could prove lucrative
Consider lasting powers of attorney
Less environment, more governance threatens to undermine firms' green credentials
Evidence your compliance