Actioning a plan

Evolving customer needs and the changing regulatory landscape within the financial advice market are encouraging advisers to review and revise their business models. Platforms today offer enormous benefits for customers and advisers through their wide investment choice as well as a range of tools which allow a portfolio to be planned, reviewed and maintained in one place.  While it is easy to see how platforms benefit the end consumer, advisers are finding it much more difficult to identify which platform(s) best meet the needs of their clients. Advisers are likely to find themselves bom...