Unwrapping wraps

Better Business: Platforms

clock

Nick Eatock, chief executive officer at IntelliFlo, examines the accessibility of wrap platforms and how technology can help.

The FSA is pushing the industry to move from commission- to fee-based advice, and with the RDR fast approaching, many IFAs are understandably concerned and looking to platforms to help them adapt to this new regulatory framework. Fee-based business models are a powerful driver for cultivating long-term client relationships. Historically, the IFA sector has been successful in interacting closely with clients. However, in the new post-RDR world the majority of previously commission-based advisers and firms will need to increase both service models and levels still further. Companies mus...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Wealthtime signs ten-year deal with Wipro to overhaul platform

Wealthtime signs ten-year deal with Wipro to overhaul platform

The firm will use Wipro's artificial intelligence

Sahar Nazir
clock 01 April 2025 • 2 min read
Adviser platform assets up to £616.2bn in 2024

Adviser platform assets up to £616.2bn in 2024

Strong advised platform new business throughout 2024

Jenna Brown
clock 19 March 2025 • 3 min read
Aberdeen's Kenny: 'We need to get our flows into positive territory'

Aberdeen's Kenny: 'We need to get our flows into positive territory'

CDO on service, technology and ‘moving the dial’

Isabel Baxter
clock 13 March 2025 • 4 min read