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PA Retreat: 'Ridiculous' for small firms to think they can run a platform

It is “ridiculous” for the majority of advice firms to think they could run their own platform and have the proposition be financially beneficial, delegates heard. ....

Hugo Thorman , Philip Martin , Unique Financial Planning , Philip Martin , Hugo Thorman , Pa Management Retreat 2023 ,

PA360: 'Not sustainable' for advisers to use just one platform

It is not sustainable for advice businesses to work with just one platform but for those operating across more than ten ensuring proper due diligence will become hard work, delegates heard. ....

David Lee , Heather Hopkins , Farzana Khalil , Martin Jennings , Steve Owen , Morningstar Wealth , Heather Hopkins , Morningstar Wealth , Steve Owen , Martin Jennings , Bud Hub , David Lee , Farzana Khalil , Pa360 2023 ,