planners

Administration

Platform consolidation and churn rising, finds research

Administration and processing errors are the most common reason behind financial advisers switching platforms, with platform consolidation and churn on the rise. Research from Investment Trends reveals that one in five advisers would change platforms if the decision was entirely up to them. “Platform consolidation and churn are both up at the moment versus what […]
Administration

Platform consolidation and churn rising, finds research

Administration and processing errors are the most common reason behind financial advisers switching platforms, with platform consolidation and churn on the rise. Research from Investment Trends reveals that one in five advisers would change platforms if the decision was entirely up to them. “Platform consolidation and churn are both up at the moment versus what […]
<2of18>