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
Where are the areas where we need to give due diligence a good hard stare?
Some 88% of advisers have apologised to clients on behalf of a platform
Worst net platform flows on Fundscape records
The regulator outlines ‘key harms’ in letter to platform bosses
The demand for face-to-face advice expected to drop further this year