Wrap/platforms

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

‘Wealthlink’ has been launched in collaboration with SS&C Technologies

Changes take effect from June for new clients and Q3 for existing customers

Are the stats indicative of green shoots of recovery or false dawn?

AdviserOS to take ‘less is more’ approach and prioritise service

Debating the pros and cons of white labelling and building platforms

The well-trodden debate over the pros and cons rages on

‘Adviser as platform is a perfectly legitimate model’

Wealth management platform has worked with GBST since its inception

Clients told to capitalise on abolition of lifetime allowance