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Planners move beyond cost comparison for platform selection

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.

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Room for better platform service - survey

Defaqto’s latest Platform Service Review has found an improvement in financial adviser satisfaction but with room for improvement in several areas.

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DFMs need to improve client onboarding - survey

Discretionary Fund Managers need to improve their client onboarding processes, according to a survey of adviser satisfaction.

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Advisers getting better pensions service - survey

Data and ratings provider Defaqto says its annual review of pension provider service has found a greater level of satisfaction among advisers.

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