Service and relationship are the strongest drivers for an adviser’s choice of platform.
Advisers should be aware that the broker consultants may not know as much about their competition as they should and may make claims about their own platform against other platforms based on hearsay or even out of date evidence.
To help advisers properly assess the platforms available on market, IFA Magazine has published the Platform Research Report 2023.
To access your complimentary copy, please click here
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