It is not so much the activity of any adviser platform that is catching Tom Ellis's eye at present, but the wheeling and dealing of some of the companies that provide the technology underpinning the sector
Re-platforming has without doubt been the most disruptive activity in the platform space in recent years. When adviser platforms have tried to shift their underlying technology from one provider to another,...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'