When advisers question their platform, the answers better be good
As advisers expect the platforms they use to support them on securing good client outcomes
Morningstar
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CFA unveils UK diversity code
‘The aim is cultural change, not tick-box compliance’
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How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
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Should advice firms in Hong Kong and Singapore adopt a fee-based model?
One big issue is that the markets are ‘fragmented’
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Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
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What advisers can learn from clients in 2023
It has been an ‘eventful year’ so far for the financial planning market
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Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
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The seven signs of a ‘progressive platform’
Companies that strive to improve ‘haven’t always been easy to find’
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Quilter Cheviot’s MPS available on three additional platforms
Taking the total number of adviser platforms using the MPS to 15
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Are clients using investing tools to their advantage?
Morningstar’s Samantha Lamas discusses how tech needs to be utilised better
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Countering client calls for cash comforts
‘There is a cost to not staying invested’
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Are bonds set for a new dawn in multi-asset portfolios?
They ‘conspicuously failed to provide diversification benefits’ in 2022