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Platforms

Platform Unbiased moves to a subscription-based model

Platforms

Platform Unbiased moves to a subscription-based model

The adviser platform will make this change from January 2024

clock 14 December 2023 • 1 min read
Platform due diligence: The good, the bad and the lazy

Wrap/platforms

Platform due diligence: The good, the bad and the lazy

Where are the areas where we need to give due diligence a good hard stare?

clock 14 December 2023 • 4 min read
Nearly all advisers say poor platform service impacts their daily work

Wrap/platforms

Nearly all advisers say poor platform service impacts their daily work

Some 88% of advisers have apologised to clients on behalf of a platform

clock 23 November 2023 • 3 min read
Platform net flow performance plunges to all-time low in Q3

Platforms

Platform net flow performance plunges to all-time low in Q3

Worst net platform flows on Fundscape records

clock 16 November 2023 • 3 min read
FCA raises concerns over platform fees in Dear CEO letter

Your profession

FCA raises concerns over platform fees in Dear CEO letter

The regulator outlines ‘key harms’ in letter to platform bosses

clock 02 October 2023 • 1 min read
Decline in face-to-face advice 'has implications' for platforms

Your profession

Decline in face-to-face advice 'has implications' for platforms

The demand for face-to-face advice expected to drop further this year

clock 24 August 2023 • 1 min read
Platforms quizzed by FCA on Consumer Duty preparation

Your profession

Platforms quizzed by FCA on Consumer Duty preparation

30 platforms given days before the Consumer Duty deadline to respond

clock 14 July 2023 • 1 min read
The FCA's questions to investment platforms on their cash margins

Your profession

The FCA's questions to investment platforms on their cash margins

Platforms must respond to the FCA’s letter by 27 July

clock 13 July 2023 • 3 min read
Uptick in adviser demand for fully digitised platforms

Your profession

Uptick in adviser demand for fully digitised platforms

Research shows the largest platforms are the most digitally enabled

clock 06 July 2023 • 2 min read
Platforms are here to stay: Using the right tech for the right problem

Platforms

Platforms are here to stay: Using the right tech for the right problem

'It's knowing how to adapt and thrive that's key.'

clock 03 July 2023 • 4 min read
345
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03 February 2025 • 2 min read
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Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 min read
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