‘Why would we want to take on all that headache and work’
Adoption of platforms is ‘slowing but growing’
Advisers are more confident to make switches to improve client experience
Third Financial brings £6bn AUA and over 50 clients to Nucleus
Fundscape expects platform growth recovery in second half of the year
Record outflows plague advised platforms in 2023
The financial planning firm has launched CP Accelerate
One of only four platform providers to hold the highest rating
Nearly 40% last worked with a new platform more than five years ago
The adviser platform will make this change from January 2024