by Miranda Seath | 23 March 2016 | Archive
Read the full platform profile in MoneyMarketing here.
by Miranda Seath | 26 February 2016 | Archive
Read the full profile in MoneyMarketing here
by Miranda Seath | 19 February 2016 | Archive
The hotly anticipated TR16/01 (at least in some industry circles…) has just been published and in some ways it’s a bit of a damp squib. Platform due diligence practices by advisers are singled out and the FCA is ‘disappointed to identify issues relating to platform...
by Miranda Seath | 11 February 2016 | Archive
Nucleus has a clear digital agenda for the year ahead. It was the first to re-platform to Bravura Sonata in 2014: a brave – and at times painful – move. However, clearing that re-platforming hurdle has freed up time to focus on its front-end technology. This puts it...
by Julliette Curtis Hayward and Miranda Seath | 03 February 2016 | Archive
Our latest adviser platform research provides in-depth insight into trends in the adviser platform market. We analyse platform performance based on AUA, sales data and adviser ratings and drill down into the factors affecting performance of the individual platforms....
