Platforms

Wrap/platforms

Advisers warned on provider due diligence 'spin'

Firm published list of questions to be asked

clock 22 March 2016 • 3 min read

Regulation

Platform and process due diligence: What does the FCA want to see?

Due diligence review was published in February

clock 22 March 2016 • 3 min read

Wrap/platforms

OMW re-platforming delay to cause 'adviser problems', consultant warns

No access to most modern technology

clock 11 March 2016 • 4 min read

Wrap/platforms

Why advisers must say goodbye to zombie platforms

'Their days are definitely numbered'

clock 17 February 2016 • 3 min read

Retirement

Standard Life: Platforms entering new era of specialisation

Platforms are breaking away from being one-stop shops offering everything, in favour of tailored specialisation, according to head of Standard Life's wrap platform David Tiller.

clock 22 January 2016 • 1 min read

Regulation

Worries flare over pension product range on platforms

Advisers in platform reassessment push

clock 18 January 2016 • 3 min read

Companies

Next generation: Meet Britain's ambitious family of advisers

Proud to be a family office

clock 17 December 2015 • 10 min read

Wrap/platforms

Platform pricing: What's the cost of two bananas between friends?

Price is a measure but not the best comparison some would have you believe

clock 13 November 2015 •

Investment

Aberdeen Platform Award winners: Part one

It's that time of year again, the big reveal of who has won the highly prized Aberdeen Platform awards. Here is part one (part two a little later). Congratulations to all the winners and runners-up...

clock 23 September 2015 •

Wrap/platforms

Functionality and cost most important in 'increasingly sticky' platform market

Functionality and cost remain the only real drivers behind advisers wanting to switch platforms in an otherwise increasingly ‘sticky' market, a survey has found.

clock 26 June 2015 •