Kevin Okell comments on the relationship between platform and adviser and an Altus whitepaper discusses how Consumer Duty will raise platform due dilligence. Read the full article here. Download our free Getting Value From Your Platform:Thinking Outside the Tick Box whitepaper.
Paper By Jonathan Warren Getting value from your platform: Thinking outside the tick box This whitepaper looks at the potential impacts of Consumer Duty on platform use and selection – including the dr... Tags: Investment Platforms Life & Pensions Regulation Wealth