Wrap/platforms

Nearly 40% last worked with a new platform more than five years ago

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

Added more than 50,000 platform customers

Continuous innovation in platforms is essential

To provide advisers with ‘market-leading level’ onboarding efficiency

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

The investment manager launches Cautious and Defensive portfolios on adviser platforms

Both Novia and Wealthtime are now under one single group brand

ESG availability and suitability drop as key features of a ‘good MPS provider’

CEO Jackie Leiper lays out group ambitions