In the current climate, advisers typically use platforms for about 80% of their business, which is a historic change to how the industry used to operate.
This change has been seismic but slow, with the real shift only happening over the past decade following the introduction of Retail Distribution Review (RDR), a catalyst in reshaping the financial advisory space.
You can find out more about why advisers use platforms and earn 25 minutes CPD by registering for the webinar below.
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Written by Rosie Cook, Investment Analyst at One Four Nine Portfolio Management Whilst recent geopolitical events (the energy crisis and Russian/middle eastern conflicts) have bolstered demand for fossil fuel/armament companies (two industries avoided by sustainable...
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