If I Were an Adviser I’d Use One Platform
By Next Wealth | 19 February 2019 | 1 minute read
In this New Model Adviser column, I argue that if I were an adviser I would use one platform. I argue that it passes muster with the regulator, will save customers money on platform fees, will reduce adviser firm costs through gains in efficiency and reduces business risk.
About the Author
Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair ofĀ The Investment NetworkĀ and theĀ Schroders UK Platform Awards.