Guide to platforms
- To understand how the platform market has changed over the past decade.
- To learn how to avoid pitfalls when switching clients across platforms.
- To understand how to balance what clients want with what platforms can deliver.
Guide to platforms
- To understand how the platform market has changed over the past decade.
- To learn how to avoid pitfalls when switching clients across platforms.
- To understand how to balance what clients want with what platforms can deliver.
Introduction
By Simoney Kyriakou
Platform use for financial advisers has burgeoned over the past 15 years, from the early days of the so-called fund supermarkets, to holistic, all-inclusive trading platforms as an adviser's one-stop-shop for clients.
But what sort of headwinds might there be for platform use? Will consolidation continue? Will advisers ditch the larger, unwieldy platforms and turn to smaller, more bespoke offerings? And what are the issues for advisers when it comes to moving platform providers?
Contributors to this guide: Lee Robertson, chief executive of Investment Quorum; Eric Welsby, head of partner management, EMEA, for Bravura Solutions; Mark Polson, chief executive of the Lang Cat; Mark Till, chief distribution and marketing officer for Aegon; Emma Napier, head of distribution at True Potential; Douglas Spence, senior investment director for Investec Wealth and Investment; Bella Caridade-Ferreira, chief executive of Fundscape; Clive Waller, founder of CWC Research; and Kevin Russell, proposition director for SEI Wealth Platform.
simoney.kyriakou@ft.com
