An unhappy marriage: the case for a new adviser/platform relationship

In this whitepaper, we’ll explore the challenges of the adviser-platform relationship, reveal the key findings of research with advisers, and pose some alternatives for a future relationship.

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Permission to launch: the what & how of platform permissions

Discover what permissions you might need to run an investment platform and find tips on how to submit your application to the FCA. Download now, or read on below...

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Wealth and Asset Management 2021

Discover the latest trends in wealth management, in this Seccl-supported Sunday Times supplement. Download now, or read on below...

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