Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.
Growing wealth manager and Financial Planner Quilter is planning major investment in its new UK Platform which will see it add SIPP capabilities, Junior ISAs and cash accounts.
The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.
Financial Planners have been warned about failing to grab the opportunity to capitalise on the mass of medium sized businesses in need of auto-enrolment schemes.
A group of experienced Financial Planners and financial professionals has today launched a new business which will help advisers and planners boost their business in the Auto Enrolment pensions market.
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