Proprietary adviser platforms have their place but are they right for every advice firm?
This FTAdviser In Focus podcast chats to Mike Barrett, consulting director at the Lang Cat, and David Ferguson, new CEO of Seccl, about what advisers need to have in place to run an in house platform, how they can benefit from running a proprietary platform, and what effect the consumer duty will have on the way advisers work with platforms…
What advisers need to have in place to run an in house platform
How firms can benefit from running a platform of their own
What effect the consumer duty will have on the way advisers work with platform.
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