Platforms have become a staple feature in many advisers' toolkits but are they as beneficial as often believed? Patrick Waller explains why he steers clear...
Platforms appear to be one of the tools any self-respecting adviser can ill afford to do without. After all, they allow clients to observe their investments in one place, move funds easily between tax wrappers and hold cash - what's not to like? But I wonder whether they are the panacea some suggest. Here are a few observations...
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