AJ Bell launches online hub to cut through due diligence confusion

Added 11th May 2017

AJ Bell has launched an online hub to help advisers and wealth managers navigate the tricky world of due diligence when choosing investment platforms.  

AJ Bell launches online hub to cut through due diligence confusion

The new Due Diligence Hub offers tips for advisers and managers choosing a platform to invest with and outlines the key due diligence considerations that should be taken into account.

The hub will detail the financial strength and service of the platform, functionality, breadth of investment choice and the price.

Independent data and analysis from FinalytiQ on 26 advised platforms will also be included, as will content from The Lang Cat, Platforum and Defacto.

It follows FCA criticism of advisers and managers last year for the quality of platform research and due diligence, claiming the poor quality of some research was a root cause of poor consumer outcomes and upheld the industry "status quo".

AJ Bell spokesman, Charlie Musson, said the hub was designed to make due diligence checks less of a hurdle.

“Platform due diligence has become something of a minefield over the past few years and unfortunately there is no single formula that can be used to navigate the selection process," Musson said.

He added: “We understand it can be a time consuming and often cumbersome process for advisers so by sharing this information on our Due Diligence Hub we aim to make it easy for firms to perform vigorous and smart due diligence so that they can be certain they are choosing the most suitable platform for their clients.”

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Louise Hill

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Louise joined Portfolio Adviser in December 2016 as one of the editorial team’s news reporters based in London. Originally from Liverpool, she is an NCTJ-qualified journalist and began her career in 2014 working on local newspapers.



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