How to launch and operate a platform (that works)
Sponsored by
ABOUT THE EVENT
A few years ago, the thought of an advice firm or DFM running a platform seemed unrealistic, being overly expensive and too complex to provide much value. However, as technology has advanced, the opportunity to launch and run an adviser or DFM platform has become more accessible, affordable and aspirational than ever – particularly given the tech struggles and M&A activity that has defined the market in recent months and years. It could not only improve the experience for clients, but for advisers’, too, helping them to take control, better manage client portfolios and build a more sustainable and scalable business in the process. But how exactly do you decide whether this is the right option for you? What are the risks and rewards? With the minefield of different routes available, and providers claiming to offer the best solution to suit advisers’ every need, it can be hard to separate the good from the bad. Join us for this one-hour webinar, as our expert panel details the pros and cons of operating your own platform versus using or white labelling a traditional third-party platform, and explores what it all means for your clients and your business model. Our panel will draw from empirical case studies and answer your questions directly to paint a clearer picture on what it means to operate a platform.
WHO SHOULD ATTEND?
FTAdviser welcomes delegates from the following job titles:
Financial Advisers/Planners
Paraplanners
DFMs
Wealth Managers
Mortgage Advisers
Tax Planners
Investment Advisers
Contact Us
FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues.
By registering to FTAdviser.com you will be able to view unlimited news articles, bank CPD and always be the first to know about industry news by receiving the FTAdviser daily news alerts.