Platforms

Several CBAM employees to join SEI’s operations as part of agreement

Need to be ‘mindful of putting the client first’

‘This is something that the regulator should be looking at more’

Advisers and platform users are expected to benefit from improvements

Product director on a journey to ‘modernise’ With Profits Funds

Winner to be announced on 24 September at the London Hilton Park Lane

Upgrade said to open up advice to ‘new cohort’

Platform has increased subscription fees by 7.5%

Advisers, business owners and paraplanners share their thoughts

‘It's really time consuming to do it on an individual firm basis’