Posts containing our thoughts and musings.

We created this blog to share our thoughts and views on topical issues in the financial services industry. Read our comments on the latest FSA platform papers, thought leadership papers, interviews and best practice for due diligence. Check back for regular updates.

Posts Tagged ‘Financial Planner Online’

Due diligence for advisers choosing a platform.

Flickr Source: Magali CThis month Gillian featured in Financial Planner Online, talking about the increasingly important issue faced by advisers, of platform due diligence. She shares her tips on how to make the process more productive and less tiresome.

Selecting the right platform partner or changing platforms can be one of a financial adviser’s biggest challenges. For many it will become an even larger challenge as the level of complexity, the number of choices and regulation grow over the coming years.

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