Financial Advisers

Choosing an Adviser Platform

As independent experts on the platform market, Platforum has great data insights on UK Platforms. We offer a range of events and services to advisers including research to support your due diligence, conferences, round tables and our weekly newsletter which touches on industry hot topics and shares insights from our research.

Platforum’s Choosing an Adviser Platform guide is designed to help advisers’ make intelligent decisions on which platforms best suit their clients’ needs and to help advice firms to conduct effective due diligence. Platforum is pleased to announce that our Choosing an Adviser Platform guide is now available as a complementary aid to financial advisers.

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The Income Challenge

The Income Challenge is a white paper sponsored by Jupiter Asset Management which presents the views of financial advisers, wealth managers and their clients about investment income. it is designed to help advisers better understand other propositions in the market, allowing them to distinguish their offering from their peers.

Download The Income Challenge