Jessica Lyons is a financial adviser at Black Swan Financial Planning shares their approach to platform reviews
Author Archives: Natalie Holt
29
Feb
Feb
LGIM’s model portfolio service is now available for you to research as part of your investment due diligence inside Analyser.
05
Feb
Feb
CS Investment Managers’ managed portfolio service is now available on Analyser for review as part of your investment due diligence.
29
Jan
Jan
Thinking about the year ahead, how confident are you about the platforms and investments you’re recommending to clients?
25
Jan
Jan
Barras Capital Management are now available on Analyser
07
Dec
Dec
The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.
07
Dec
Dec
The new platform from fund group Marlborough is now available to research and assess in Analyser.
01
Dec
Dec
Nucleus has made changes to its standard pricing with effect from 1 December 2023, and Analyser has been updated to reflect this.
20
Nov
Nov
When the Transact – BlackRock MPS launched over a year ago, it marked a couple of ‘firsts’.
20
Nov
Nov
We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once