DiscoverShape of adviceNot the same as it used to be: the purpose of platforms
Not the same as it used to be: the purpose of platforms

Not the same as it used to be: the purpose of platforms

Update: 2020-10-19
Share

Description

Administration platforms have been a constant in wealth management and continue to evolve alongside advisers and their practices. As the industry chips away at its product distribution mould and progresses its professional status, platforms have needed to evolve too. This episode considers the integration between platform and advice business, it pulls back the curtain on recent developments with platform/adviser agreements, and it asks what will be most valuable and what may already be redundant in these essential partnerships with advisers.
Comments 
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Not the same as it used to be: the purpose of platforms

Not the same as it used to be: the purpose of platforms

Professional Planner