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...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019