Ten steps to platform heaven

What steps can advisers take to relieve the regulatory burden of compliance and simultaneously attract new clients?

This is a difficult a time for independent financial advisers. An ever-increasing burden of compliance twinned with currently poor investment markets make the business of running an IFA practice more and more difficult. But there are steps the IFA can take to relieve the regulatory burden and also retain and attract clients when returns are poor. Using a platform can really transform how an IFA business is run: to achieve efficiency, free up management time and help deliver real value to the business. There are, in essence, 10 steps to take with the help of a platform, to a much more id...