Total platform assets across all platforms fell by 2.66% and advised platform assets also dipped by 2.42% this quarter as compared to the last, according to the lang cat’s latest quarterly Platform Market Scorecard.
Most advice firms run more than one platform relationship and assets held on a legacy basis are spread across a number of systems, according to respondents of the lang cat’s annual State of the Adviser Nation research.
The most important factor in any branding exercise is not the name of the business but what makes it different from its peers, advisers heard at PA360 North.
Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?