Platforms: ‘Major disruption’ to 90% of assets
- Thursday, 15 March 2018
- Articles
Almost 90% of advised platform assets are subject to some major form of business disruption which may cause advisers to re-examine their choice of platforms, platform experts the Lang Cat have estimated.
Read more...Mark Polson: Platforms so often miss basics that make planners happy
- Monday, 31 July 2017
- Articles
Financial Planning Today magazine recently conducted a reader’s survey, which found about 26% looking to switch platform because they felt the service failed to be adequate.
Read more...Mark Polson: Platform sector needs shaking up
- Thursday, 19 May 2016
- Articles
The platform sector needs shaking up, a leading analyst says, as he criticised increasingly ‘clunky’ interfaces and poor reporting for clients.
Read more...The Lang Cat's Polson says clients paying more post-RDR
- Thursday, 22 May 2014
- Articles
Platform guru Mark Polson told the UK's leading Paraplanner Conference today that most clients were paying more for platform services post-RDR but were "getting a better experience."
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