Cazalet Consulting chief executive Ned Cazalet examines the potential weak points in the current platform market.
Clean share classes are top of the list of the challenges for platforms but they must also cope with downward pressure on charges, the rise of execution-only and navigate changing regulation.
For platforms, the year has been dominated by the switch to clean share classes.
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?