Direct platform select lists – five years on

Let me take you back in time to the start of 2015. Most of us had never even heard of a Coronavirus. Woodford had only recently broken free from Invesco and started off on his own. And nine platforms were offering investors fund recommendations via their select lists....

Platforms versus back office systems

Adviser firms are increasingly using back office systems as the main hub for their administration and client relationship management. But a key challenge is that the integration between platforms, back office systems and other financial planning tools is far from...

Adviser platform consolidation

Over the last decade, many predicted that the pace of adviser platform consolidation would pick up, though this has never quite happened. Received wisdom was that scale would be essential, but many smaller platforms remain profitable while some larger players have...