Why advisory platform pricing needs a revamp
Financial softwarePlatform pricing should be viewed with a new perspective. The adviser platform market has many difficulties that stem from the FCA’s shared view that they’re financial products like mutual funds. The premise suggests that all advisers have to do is select the most appropriate platform for their clients based on cost and feature comparisons. That seems plausible if the selection process depends on client suitability criteria. Often, though, advisers primarily benefit and use pl ...
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