Product director on a journey to ‘modernise’ With Profits Funds
Winner to be announced on 24 September at the London Hilton Park Lane
Upgrade said to open up advice to ‘new cohort’
Platform has increased subscription fees by 7.5%
Advisers, business owners and paraplanners share their thoughts
‘It's really time consuming to do it on an individual firm basis’
‘Some platforms have improved whilst others having more problems’
To support evolving business models in advice businesses
Comes after its platform overhaul last year to better serve advisers
CEO Abraham Okusanya revealed the launch at its Adviser 3.0 conference