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FCA warning: 'Letter timely reminder of importance of platform models'

FCA warning: 'Letter timely reminder of importance of platform models'
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.

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Platforms struggle to identify 'orphan' clients | International Adviser

Only 20% engage with advisers about stranded investors
The investment platform sector is experiencing a significant increase in the number of customers that remain invested after no longer having a financial adviser – also known as ‘orphan clients’.
Research by wealth management consultant Alpha FMC revealed that the number of orphans has grown by nearly a quarter (23%) last year and by a staggering 185% compared with 2017.
The survey was based on a poll of six small and large UK adviser platform, with combined assets under administration (AuA) of over £260bn ($360bn, €302bn).
The portion of assets held by orphan clients has increased as well throughout the years. In 2020, 1.7% of total AuA belonged to orphans; this compares to 0.27% in 2017. ....

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Quilter sets date for final OMW platform migration

Quilter sets date for final OMW platform migration
Starting next month
Jeremy Mugridge: As with our first two platform migrations, our absolute focus is on helping advisers to get prepared for the move to our new platform technology.
Quilter has set the date for the third and final stage of its platform migration, which will take place from Thursday 25 February to Sunday 28 February.
The platform giant confirmed the dates this morning (7 January) in a letter sent to advisers and it will mean that all of the remaining assets on the older Old Mutual Wealth (OMW s) assets will move onto.
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