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How many advisers are happy with their platform?

How many advisers are happy with their platform? How many advisers are happy with their platform? Despite competition in the space heating up, new research has revealed that adviser satisfaction with platform providers has drifted down in recent years, and less than a third now give their provider top marks. A The latest Investment Trends Adviser Technology Needs Report – released on Tuesday – revealed that out of more than 700 advisers surveyed, just 28 per cent rated their main platform as “very good”. This was down from 30 per cent last year and 40 per cent in 2014, indicating a continuing trend of dissatisfaction that was exacerbated by the pressures of the COVID crisis, Investment Trends senior analyst Bailey Hao said.

Tech providers lagging on OFA support

Tech providers lagging on OFA support
ifa.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifa.com.au Daily Mail and Mail on Sunday newspapers.

Compliance continues to be top adviser challenge

Compliance continues to be top adviser challenge
moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.

Platform satisfaction slips further: Investment Trends

Platform satisfaction slips further: Investment Trends
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Platform satisfaction continues to decline

Platform satisfaction continues to decline
moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.

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