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Advice firms shift toward launching own white-label platforms By Jean-Baptiste Andrieux 25 th May 2021 10:00 am Almost half of advice firms with £250m assets under management (AUM) plan to launch their own white-label platform in the next three years. This is the main finding from a new report by NextWealth that reveals a substantial shift toward white-label platforms. It surveyed 218 advisers in February 2021 and also organised a roundtable with 10 senior managers from large financial advice businesses and consolidators. In addition to this, NextWealth sent a questionnaire to 28 platforms, with 24 of them providing answers. NextWealth managing director Heather Hopkins said: “Our survey with advisers for the report reveals a shift could be on the horizon in the way that financial advisers structure their businesses.

Heather hopkinsRussell facerThreesixty servicesஹீத்தர் ஹாப்கின்ஸ்ரஸ்ஸல் பாசேர்டரீஸிக்ஷ்டி சேவைகள்