Rayner Spencer Mills, the fund rating and independent research company which works with many Financial Planning firms, has launched its 2012 guide to adviser platforms.
Published since 2006, the 2012 edition of "A Guide to Adviser Platforms" places emphasis on platform usage and selection in the shifting regulatory climate.
Responding to the complexity inherent in selecting the right platform, the guide offers a holistic approach that looks at all of the key issues financial advisers and Financial Planners ought to consider when deciding which platforms – if any – are right for their business model and client base.
The guide underscores the importance of due diligence during the platform selection process and provides direction as to how adviser firms can best navigate the regulatory changes currently facing the platform market. It also discusses the main platform providers and the features that their platforms offer, as well as how best to select a platform and incorporate it into the advice process.
{desktop}{/desktop}{mobile}{/mobile}
Geoff Mills, director at Rayner Spencer Mills, said: "By adopting a structured and robust approach to the selection of a platform we believe advisers can meet their regulatory requirements and continue the journey towards making their business resilient, delivering improved levels of advice and building trust with new clients.
"In previous years our guide has been downloaded by hundreds of firms and we hope it continues to provide guidance in the selection and due diligence process not just for the initial decision a firm may make but also in the necessary ongoing monitoring as suggested by the FSA."
For more information go to:
www.raynerspencermills.co.uk
