The FCA’s final rules for platforms has caused platforms to try and position themselves as the best placed to help advisers deal with the new rules.
Honor Whiteman asks whether advisers should be embracing social media and finds several notes of caution among industry experts
Clients and potential clients are increasingly taking to the internet and social media to research potential transactions. Are you doing all you can to promote your business?
At first glance platform use seems not to have changed in the last 12 months but below the surface adviser attitudes and behaviours are changing
As adviser enthusiasm for the benefits of platforms recedes, it is more likely that platforms will compete on price.
The latest research from Investment Trends shows exactly what advisers value in their platforms of choice and that they are still willing to move if they do not improve.
How advisers use wraps and platforms download
The big three platforms continue to dominate the market but a closer look at the data shows that the way advisers use platforms and the benefits they derive from them are changing
Future trends for platform use download
The volume of assets held on platforms is predicted to continue to grow in 2013 but keeping advisers happy is just as challenging
The Platforum takes a little look at the year ahead and shares some of its predictions for the coming year
AIC communications director Annabel Brodie-Smith say splatforms are lagging behind adviser demand for investment companies
Re-registration has been a considerable problem for the platform industry but an initiative from the Tax Incentivised Savings Association could be the answer
Advisers have taken on board the FSA’s instructions to look at a range of factors when selecting their platforms, says Capita Financial Software’s Ellen Ashcroft
Here we focus on the top five platforms for charging, investments, reporting and management tools, ease of use and adviser support - with some surprising outcomes
The latest Investment Trends report into wraps and platforms offers a real insight into the continued evolution of the market.
Platforum wrap facts download
The rapid adoption of smartphones and tablets will change the way that financial advice is provided.