Platforms appear in little doubt advisers want more and more gadgets and gizmos and yet, as Tom Ellis finds, data suggests pumping out new tools and features may not be the key to retaining customers
According to Investment Trends data, one-third (32%) of advisers stopped using a platform for new flows over the last 12 months. And, of that third, almost three-quarters (72%) stopped putting new money...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created