DIY Platforms: 5 reasons to own-brand a platformRegulation

by Hazel McHugh on April 5, 2012 with Comments Off comments

Platform features strengthen a service proposition Once it becomes impossible to wrap the cost of advice up with product commissions, financial advisers will come under growing pressure to demonstrate the value of the service they provide.  Platforms and all the benefits they bring in terms of reporting, data management and of course whizzy tools and …

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Platforms by numbers: Results from IFAOnline’s platform usage surveyRegulation

by Hazel McHugh on April 4, 2012 with Comments Off comments

Last time, we looked at why the Prudential’s Barry O’Dwyer expects advisers to start building their own ‘virtual’ platforms.  Now, in the second part of our series on platforms, we’re sharing the results of a survey carried out by IFAOnline to prove whether advisers were “embracing platforms or running scared” in the run up to …

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A platform to build on: Will it be all change for the role of platforms post RDR?Regulation

by Hazel McHugh on April 2, 2012 with Comments Off comments

Whilst industry outsiders ponder the impact that RDR might have on the quality and availability of advice, the hot topic within the financial technology community right now is platforms and how the use and control of them might be influenced by looming regulatory change.  Here is the first in a 3 part series taking a …

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