NextWealth has published its latest report in the Adviser Tech Stack series, The Great Platform Shake-Out.
The UK adviser platform market has undergone several transformations in its roughly 20-year existence. The latest trend is to adviser-as-platform. Large financial advisers and DFMs are increasingly looking to become platform operators in an effort to reduce risk and improve operational efficiency caused by managing client assets across multiple execution venues.
The purpose of this report is to quantify the scale of the shift and articulate the future of third-party platforms – the emergence of two new models we call adviser-as-platform and Whitelabel+.
This report updates the Spectrum of Adviser Platforms and the Rise of the White Labelling report that was published in May 2021.
The Great Platform Shake-Out Report 2023 is available as a one-off purchase or as part of a subscription. Reports in the series cover integrations, digital adoption, adviser reviews and more. To find out more get in touch or download a sample of the report by completing the form to the right.