Your IndustryMar 3 2014

Evolution of Platforms - March 2014

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Approx.60min

    Evolution of Platforms - March 2014

      pfs-logo
      cisi-logo
      CPD
      Approx.60min
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      Introduction

      By Ashley Wassall
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      This has led to predictions that there will be consolidation across the market, exacerbated by regulatory changes that continue to place pressure on advisers to scrutinise platform relationships and that seem to favour historically fee-based wraps offering a wider range of investment options.

      Next month sees the latest of the changes that began with the Retail Distribution Review implementation more than a year ago, when new business can no longer incur cash rebates and thus the business model of the larger platforms is consigned to history.

      The questions for advisers are how do they make sense of this evolving landscape to make appropriate long-term decisions for their clients - and more than this how must they now go about this process.

      This special report will explore the changing platforms landscape, covering predictions of consolidation, due diligence and the opening up of new investment options, and ultimately help you understand how these shifting dynamics are likely to affect your clients.

      This special report is sponsored by Alliance Trust Savings. All editorial is independent.

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